I am an incredibly hard worker that enjoys being a part of the Financial Services industry. I enjoy knowing I am part of the success in someone's overall financial plan. What I really like about my job is that everyday is a little different. I enjoy being out and about traveling my territory and that the harder I work the better chance for great results.Specialties: Quickly establishing trust and building a foundation to grow business in territories. Great at Territory Time Management to effectively maximize opportunities within it. With over 15 years in the industry helps me get creative in helping plan for someone's needs in the areas of Wealth Transfer, LTC, Retirement Planning, and Basic Life Insurance opportunities. Spent most of my of the time doing as much Point of Sale as possible to really be a true partner in the overall planning process.
Listed skills include Retirement Planning, Life Insurance, Insurance, Retirement, and 30 others.