I have been privileged with over 40 years in the wholesale distribution of insurance and financial solutions through professionals specializing and serving the affluent market and business sectors.I am a member of the Association for Advance Life Underwiring (AALU), The Forum 400, The National Association of Insurance and Financial Advisors (NAIFA), The Society of Financial Service Professionals (SFSP) and the National Association of Independent Life Brokerage Agencies (NAILBA).I was honored with the 2019 NAILBA Independent Distribution’s (ID) 20 Award. The first group to receive this distinguished recognition. Finally, I am the Co-Chair of the John Hancock Insurance Company Advisory Council, member of the AIG\American General and Mutual of Omaha Advisory Councils and former member of the Prudential Advisory Council. I am proud to serve as Chairman of the Board of Libra Insurance Partners staring in 2023 having been on the Board since 2018. I have served on the Program and the Industry Partner Committees for The Forum 400 (a Finseca Community) and have served on the Education Committee a Finseca. I was elected to the 2019 Nominating Committee for the new Board of the AALU-GAMA merger and again in 2020.Specialties: senior level insurance company relations, affluent markets planning solutions, impaired risk underwriting, business succession planning, estate planning, premium financing and other innovative insurance strategies for businesses and high net worth families.Personal: I love to explore the world, having been on 6 of the world's 7 continents. When not assisting clients, I enjoy road biking, volleyball and spending time with my family. I am also a food and wine enthusiast.