Over the last 35 years, I have developed and fortified my expertise in providing clients
with investment alternatives that can help provide principal and income protection,
simple and advanced insurance planning, estate planning and guaranteed lifetime
In addition to my extensive investment experience, I am also uniquely qualified to assist
clients with all their insurance needs. I was fortunate to have worked as life and senior
life underwriter for Allstate and North American Insurance many years ago. As an
underwriter of insurance, I can now apply my medical and financial training to more
efficiently analyze your insurance needs and procure the best policy to meet your needs.
As for my specific credentials, I am licensed in Illinois and 6 other states. I am
licensed in every form of fixed and Equity indexed annuities, life, health, disability, long-term care
and property/casualty insurance. I am currently the Senior Retirement Specialist at
Guaranteed Income For My Life.
I started my career as a broker with First investors in 1984, while finishing my junior
and senior year in College. Upon graduating, I was hired by Painewebber and stayed
there for 3 years as a personal broker. I spent 4-5 years as a medical life underwriter
and Senior Life Underwriter with Allstate and North American. In 1992, I began my career as a
financial Adviser with the Equitable. While there I served as the Director of the Dual
Professional Program, recruiting and developing CPA’s and Attorneys for estate and
investment planning goals. In 2002, I joined the ranks of LPL Financial, one of the
largest independent brokerage firms in the U.S. In May of 2012, I formed my own
Today, I specialize in giving clients guaranteed streams of income, guaranteed principal
and potential upside growth without risks to market fluctuations. I am married, have 2
wonderful children and live in Andersonville.
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