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Professional

Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

Let's start with some of my background.  I am originally from Birmingham, Michigan.  I graduated from Xavier University, Cincinnati Ohio with a Bachelor of Arts degree in Finance.  I began  my Northwestern Mutual career in 1982.

I obtained both the Certified Life Underwriter (CLU) and the Chartered Financial Consultant (ChFC) designations from The American College.  In my insurance practice, I specialize in Business Needs Analysis, Personal Needs Analysis, Retirement Solutions, Asset and Income Protection and Long Term Care Insurance.

My wife, Pam, and I enjoy our three children, Beth, Kathy and Mike along with their families which include three grandsons, Ben, Lewis and Joe.

I currenlty serve on the Board of The Athenaeum of Ohio and the Planned Giving Committee at the Immaculate Heart of Mary.  I am a volunteer reader at the Cincinnati Association for the Blind and Visually Impaired.  Golf, gardening, exercise and Bridge are among my interests. 

 

 

Years of Experience

Representing Northwestern Mutual since 1982.

Education

Degree Major Institution
Bachelors Degree (BS/BA) Business Xavier University - Cincinnati, Ohio

Awards and Recognition

Million Dollar Round Table Qualifying/Life Member   1990-2011
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
National Association of Insurance and Financial Advisors Quality Award   2011
Award recognizing commitment to excellence in service to clients and industry
National Quality Award   1984-2010
Award recognizing persistency and performance