Registered Representative of MetLife Securities, Inc.
National Association of Insurance and Financial Advisors (NAIFA) Member
BUSINESS PHILOSOPHY
My mission is to help my clients and enable them to make educated decisions regarding their financial future. Furthermore, I want to be recognized as a resource they can utilize to help people they care about.
PRODUCTS AND SERVICES
• Fixed and Variable Annuities
• Business Continuation Strategies*
• Funding Buy-Sell Agreements*
• Charitable Giving Strategies*
• Disability Income Insurance
• Estate Conservation Strategies*
• Education Funding Strategies*
• Health Insurance
• IRA Consolidation/Rollovers
• Long-Term Care Insurance
• Mortgage Protection (through life insurance and disability income insurance)
• Lump Sum Pension Distribution
• 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
PROFESSIONAL QUALIFICATIONS
• Licensed to sell Life & Health Insurance in Wisconsin, Illinois and California
• Registered Representative of MetLife Securities, Inc.
• Super Starter Award in 2005
• Leaders Conference achievement for 2006 & 2007
• Million Dollar Round Table 2008
PERSONAL
• 7 year resident of Racine Wisconsin
• Originally from Montreal Canada
• Wife Sam and Daughter Kali Mae
• Hobbies: Daughter’s fast pitch Coach & Cooking
ORGANIZATIONS
• Serves on the Board of Directors of the Alliance Française de Milwaukee
• Serves on the Board of Directors of NAIFA WI
South East Chapter
*I will work with you and your tax and legal advisors to help you select the most appropriate product solutions to suit your specific needs and circumstances. Some health insurance products offered by unaffiliated insurers through the Enterprise General Insurance Agency, Inc.(EGA), Somerset, NJ 08873, a MetLife company.
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