Leaders Conference Qualifier: A MetLife honor awarded annually to those Financial Services Representatives who have successfully demonstrated the ability to attract, develop and retain clients by helping them meet their financial security needs.
BUSINESS PHILOSOPHY
My goal is to provide families and business owners
with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
PRODUCTS AND SERVICES
Fixed Annuities
Variable Annuities
Charitable Giving Strategies
Disability Income Insurance
Estate Conservation Strategies
Education Funding Strategies
IRA Consolidation/Rollovers
Long-Term Care Insurance
Mortgage Protection (through life insurance and disability income insurance)
Medicare Supplement Coverage
Pension Payout Alternatives
Pension Transfer/Rollovers
Mutual Funds
Tax Sheltered Annuities, 403(b) Plans
Term Insurance
Universal Life Insurance
Variable Universal Life Insurance
Whole Life Insurance
QUALIFICATIONS
Licensed to sell Life & Health Insurance in Wisconsin
Registered Representative, MetLife Securities, inc.
Registered to offer securities products in Wisconsin
PERSONAL
2 year resident of Evansville WI
Lifetime resident of Wisconsin
5 year US Army veteran- Military Police Officer
Family: Wife-Kristie, 2 Daughters- Kaitlynn and Kendra
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