Creating and strengthening relationships through listening, analysis and a consultative approach. Helping people understand and implement various retirement programs, employee benefits, saving, investing, tax, estate planning, business and risk management strategies. This is accomplished by articulating complex concepts clearly and simply via word pictures and real life examples, providing written and verbal summaries for each client. My financial services practice not only requires broad product knowledge with diverse applications and technical expertise but the ability to work effectively with people from all walks of life as well. Running a business requires paying attention to the details necessary for success and has made me keenly aware of the importance of building and managing relationships. The expertise, tools and resources available in my practice are of value to most anyone regardless of their station in life or industry. 20+ years with Prudential prior to being an Independent Advisor.