Office: 614-222-6020

530 W Spring St Ste 200
Columbus, OH 43215-5385

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Areas of Expertise

Here are my areas of expertise, which I will use to provide you with customized recommendations that will help you plan for your financial future.

• Retirement Solutions
  Longer life expectancies and early retirements make sound insurance and investment choices essential. I will help you prepare to enter your retirement years. With an increasing number of choices and ever-changing tax laws, the Network offers me access to financial advisors and specialists I can call upon for recommendations and assistance. Pension plans, 401(k) and 403(b) plans, IRAs, Roth IRAs, mutual funds and annuities, as well as variable and portfolio-based life insurance are just some of the alternatives available to you.
• Business Life Insurance
  As a business owner, you know that your presence on the job is crucial. Securing the right kind of business protection can be complicated. Using my expertise in business life insurance from Northwestern Mutual, I can help you protect your business and ensure its future.
• Business Succession
  What will happen to your business when you retire, or if you become permanently disabled or die? What's the value of your business, and how much is each owner's share worth? As a business owner, you know how many years you have invested in your business. Wanting it to continue is natural. Because I specialize in business succession planning, I can help you answer these and other questions. Together we can develop a plan to help ensure a smooth transfer of your business.

• Investment Services
  Without a coordinated investment strategy, it can be difficult to build an effective investment portfolio that helps meet your financial needs. As a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS), I can offer you access to a wide range of investment products and services. I will work with you to develop investment solutions aimed at meeting your financial objectives.
• Asset & Income Protection
  Assets that take years to accumulate can be consumed in a fraction of the time after a breadwinner dies or when an individual requires specialized care on an extended basis. Life insurance policies are designed with different needs in mind. Whether you are looking for temporary protection, lifelong protection, an efficient transfer of assets through your estate, or cash value accumulation, my expertise in personal life insurance can help you protect what's important to you, secure your future and improve your life.
• Employee Benefits
  Employee benefit programs are crucial to maintaining your key employees. I can help you design a customized employee benefit program that will help you attract and retain quality employees.