At the heart of my work is a desire to help my clients maximize their resources, whatever the size or type. The area of personal and business finance has been my focus since 1977. In that time I’ve helped thousands of people with concerns about insurance, pensions and employee and government benefits. This has resulted in millions of dollars of benefits, savings and growth for my clients, their dependents and heirs.
The sign on my door says “insurance”, but if your concern has a dollar sign attached to it, I can probably be a resource.
