Co-Founder, Financial Consultant and Investment Advisor Representative
- Former Senior Vice President (U.S. Division) of a large international financial services firm focusing in banking, insurance and investments.
- 30 plus years professional experience in the insurance industry developing, pricing, marketing, and managing life insurance, annuities, and mutual funds.
- 16 plus years as a financial consultant and investment advisory representative.
- B.A. in mathematics and economics; FSA, MAAA (Actuary); CLU.