About Me

I'm an advisor who enjoys helping others achieve financial success through education and wise planning.  As a retired military officer, I adhere to the core values of service before self and integrity in all I do.  Since entering the financial services industry in 1992, I've developed a heart for serving senior adults and their families, focusing on innovative strategies designed to protect wealth and income producing assets from loss due to the need for long-term care.  I work closely with other trusted advisors... Attorneys, CPA's, or other brokers... to ensure your needs are clearly understood and appropriately addressed with the Best Financial Solutions at SureLTC.