My passion is collaborating with high net worth families and their advisor teams to design customized life insurance solutions to build, preserve, and protect assets for current and future generations. With several decades of experience working with Fortune 500 executives, privately held companies, family owned business, and family offices, I have the expertise needed to build effective strategies for the most complex financial circumstances. I have been a frequent speaker to estate planning and tax professional audiences, and have numerous published articles on life insurance topics such as best practices, client advocacy, product knowledge.Securities Offered through M Holdings Securities, Inc. a registered broker/dealer, member FINRA/SIPC. Winged Keel Group is independently owned and operated.Third-party posts found on this profile do not reflect the views of M Financial Group, Inc. nor its Subsidiaries, Associated Persons or Affiliates, and have not been reviewed by M Financial Group as to accuracy or completeness.This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.The testimonials/recommendations used may not be representative of the experiences of other clients, and are not indicative of future performance or success.