Professional
Our mission is to help our clients align their actions with thier intentions regarding financial security. We create lifetime relationships with each client based on quality, service and integrity.
- CFP® certification
- Chartered Life Underwriter (CLU)
- Certified for Long-Term Care (CLTC)
Education
Degree
Institution
BS, Engineering
Massachusetts Institute of Technology
MBA, Finance
University of Michigan, Ann Arbor, Michigan
Associations and Memberships
- Physicians Nationwide
- National Association of Insurance and Financial Advisors (NAIFA)
- Washtenaw Estate Planning Council (WEPC)
Awards and Recognition
Million Dollar Round Table Qualifying Member 2006, 2012-2014
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
National Association of Insurance and Financial Advisors Quality Award 2011-2015
Award recognizing commitment to excellence in service to clients and industry
National Quality Award 2004-2010
Award recognizing persistency and performance