My goal is to provide individuals, families and business owners with assistance in building their financial freedom. My goal is to become a lifetime resource for my clients.
PRODUCTS AND SERVICES
· Retirement Planning
· MetLife Bank
· Lump Sum Pension Distribution
· Pension Transfer/Rollovers
· IRA Consolidation/Rollovers
· Mutual Funds
· 401(k) Plans
· Fixed and Variable Annuities
· Education Funding Strategies
· Long-Term Care Insurance
· Charitable Giving Strategies
· Disability Income Insurance
· Estate Conservation Strategies
· Term, Universal & Whole Life Insurance
· Mortgage Protection (through Life insurance and Disability Income insurance)
CLIENT EDUCATION BENEFITS
· Special Needs Workshops for Non-Profit Organizations
· Pre-Retirement & Investment Seminars
· Long-Term Care Seminars
PROFESSIONAL DESIGNATIONS & AFFILIATIONS
· Licensed to sell Life & Health Insurance in Wisconsin and Illinois
· Registered Representative of Metropolitan Life Insurance Company and MetLife Securities, Inc.
· Veteran of MetLife with over 20 years experience
· Member, Menomonee Falls Chamber of Commerce
· Member, Board of Directors, Community Memorial Hospital Gift Giving Committee
· Born in Chicago, IL
· Currently reside in Menomonee Falls , WI
· Married to Lori, twin sons (Anthony & Alex)
· Hobbies: Golf, Bowling, spending time with family and friends
I will work with you and your tax and legal advisors to help you select the most appropriate product solutions to suit your specific needs and circumstances.
Banking products and services, including deposit accounts, offered by MetLife Bank® , NA, member FDIC, a MetLife affiliated company.