For over 27 years, I have focused my knowledge, passion and purpose to elevate advanced insurance and risk planning to an art form. My trusted advice & advocacy goes beyond products, to deliver customized wealth solutions that create more clarity, opportunity, and certainty in life. Leading a coordinated team, I proactively design, troubleshoot and coordinate the specialties of asset protection, executive compensation, business succession, estate liquidity, and legacy definition to help advisors attract, retain, protect and sustain high value client relationships. My unique 21-point value proposition helps elite advisors and institutions better serve clients, engage hard to reach prospects, partner with centers of influence, and facilitate purposeful, multi-generational client connections. I hold life and health insurance licenses as well as FINRA Series 6 (Investment Company Products/Variable Contracts Limited Representative) and Series 63 (Uniform Securities Agent State Law Examination).Securities and investment advisory services are offered through Osaic Wealth, Inc., broker-dealer, registered investment adviser and member of FINRA and SIPC. Osaic Wealth, Inc. and Highland Capital Brokerage are affiliates.  All other entities and/or marketing names, products or services referenced here are independently owned and operated. The accuracy and authenticity of the information is reliant solely on the author and/or third parties and not by Osaic Wealth, Inc nor its affiliates. Any information represented should be for illustrative and educational purposes only and not to be considered investment advice.