Professional
Before we can speak intelligently about the products and services that might be appropriate for you and your family, we need to get to know you. By having an indepth discussion regarding your goals and objectives for you and those you are responsible for and including perhaps your business, we will discuss how you have achieved your current success and hopes for the future.
During my 45 years with NM, we have helped others achieve financial peace of mind and security. No one wants others to suffer unintended consequences or financial catastrophe.
It is only after we have shared information, discussed what the consequences would look like can we move toward a plan for the future and implement the tools that will help allow your goals to be realized.
Years of Experience
Representing Northwestern Mutual since 1970.
Education
| Degree | Major | Institution |
|---|---|---|
| Associate Degree | Liberal Education | California, U of (Riverside) |
Awards and Recognition
Health Insurance Quality Award 1977-1979, 1982-1984, 1989
Award recognizing quality in the field of health insurance
Million Dollar Round Table Life Member 1987, 1995, 2004, 2010, 2012-2018, 2020-2021
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
Million Dollar Round Table Provisional Member 1975, 1977
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
Million Dollar Round Table Qualifying Member 1978-1982, 1984-1985
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
Million Dollar Round Table Qualifying/Life Member 1986, 1988-1994, 1996-2003, 2005-2009, 2011
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 Quality Award 1979-1982, 1985-1988, 1990, 1992-1996, 1998-2010
Award recognizing persistency and performance
National Sales Achievement Award 1975-1982, 1984-1990, 1992, 1994, 1997
Award recognizing performance