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Professional

I work with clients throughout the United States. Most of my business is in the Bay Area and Sacramento, CA. Although my office is in Nevada County, this represents a small portion of our business.

I work with successful business owners as well as high income/high net worth individuals. My specialities range from small life insurance, disability insurance income, long-term care insurance policies to estate concepts for the super wealthy. For the latter, I am brought in as the insurance expert and am working with other proactive professionals.

Associations and Memberships

Gold Country Estate planning council
NAIFA
MDRT
Sierra Express Bicycle Racing team

Years of Experience

Representing Northwestern Mutual since 1983.

Education

Degree Major Institution
Bachelor of Science Business Administration Syracuse U