Helping Families & Business Owners ~ Since 1989

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I bring over three decades of experience in financial services, helping individuals, families, and business owners navigate life’s most important financial decisions. I’m the President of Dealer Benefit Service, Inc. and an Advisor at Carillon Group.

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A graduate of Saint Louis University with a degree in Finance, I hold the LUTCF designation (Life Underwriter Training Council Fellow).  I’m registered with FINRA and hold the Series 6, 63, and 65 licenses.

 

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Here’s What I Help With

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Whether you’re planning for retirement, running a business, or just want to make sure your family is protected, I can offer the following options:

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For Individuals & Families:

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• Life Insurance Solutions (including Term Life and Whole Life, UL, IUL) Insurance

• Retirement Planning (IRAs, Roth IRAs, Annuities)

• Investment Management (including Advisory Platforms)

• Education & Estate Planning

• Tax-Efficient Strategies

• Medicare Supplements, Long-Term Care, & Health Insurance

 

For Business Owners:

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• 401(k), SEP, Simple IRAs, & Pension Plans

• Group Benefits (Health, Dental, Vision, Disability)

• Executive Life & Key Person Coverage

 

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