How I can help you
Retired Lt Col US Army - Field Artillery.
Owned an insurance agency and a security business for 35 years.
Experienced in life/health/disability insurance and annuities as well as mutual funds.
Spent my years doing estate plans for wealthy clients and business owners.
Areas of Expertise
- Business Finance & Accounting
- Business Strategy & Planning
- Business Operations
- Banking, Financial Services and Insurance
Graduate University of Florida - BSB
Graduate of the American College - CLU and ChFC
Graduate of the US Army Command and General Staff College