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.
I have been a Financial Representative for Northwestern Mutual since 1973 and the Managing Director of the Winston-Salem Group from 1985 to 2011. With over 39 years in business and estate planning, I have extensive experience in several aspects of business planning, including employee benefits, key-person insurance, buy/sell funding and estate tax funding. In the personal markets, I work with individuals with their life and disability income insurance needs, their long-term care needs, as well as retirement needs.
Years of Experience
Representing Northwestern Mutual since 1974.
Education
| Degree | Major | Institution |
|---|---|---|
| Bachelor of Arts | Business | North Carolina State University |