I provide independent insurance solutions and expertise to families, closely-held businesses, and tax-exempt organizations. I began my career in the financial services business in 1991 as a financial consultant with AXA/Equitable. In 2001 I co-founded The KNW Group, which rebranded to NFP in 2019.In 2021 & 2022 I was named one of America's Top Financial Security Professionals (FSP) by Forbes. This inaugural group of distinguished specialists are helping their clients in a world in which wealth preservation and protection matter more than ever. The Forbes rankings of America's Top Financial Securities Professionals, developed by SHOOK Research.
Listed skills include Succession Planning, Multi Generational Wealth Transfer, Business Succession Planning, and Trust Owned Life Insurnace Planning.