Owned, Managed and Operated Sal's Pizza

Owns and operated the Ming's Chinese Restaurant.

Summary: My goal is to provide families, business owners, and their employeeswith assistance in building their financial freedom. I am committed to designing and implementing financial strategies that focus on my clients needs an dgoals. I strive to attain these goals by focusing on cash flow analysis, tax saving strategies, retirement needs, investments, insurance (life, disability, and long term care), profit sharing design, estate and legacy planning. My personal goal is to become a lifetime resource for each and every client. I am licensed to sell insurance and securities products in Wisconsin.Specialties· Whole Life, Variable Universal Life, Universal Life, Term Insurance· 401(k), Simple IRA, SEP, and Profit Sharing plans· Pension Transfer /Rollovers, Pension payout Alternatives· Roth or Traditional IRAs, IRA Consolidation/Rollovers· Money Markets· Fixed Annuities & Variable Annuities· Tax Sheltered Annuities, 403(b) Plans· Disability Insurance Income, Long Term Care Insurance. Mutual Funds,. Education funding Strategies, 529s College Saving Plans. Estate Conservation Strategies. Charitable Giving StrategiesRegistered in WisconsinRegistered Representative of MetLife Securities, IncMetropolitan Life Insurance Company (MLIC), New York, NY 10166. Securities products are offered through registered representatives of MetLife Securities, Inc. (MSI), a broker dealer (member FINRA/SIPC). MLIC and MSI are MetLife Companies. Branch Office: 9000 W. Chester St. Suite 100 Milwaukee, WI, 54214, (414)615-4910