Professional
- I have received the following professional designations:
- Chartered Life Underwriter (CLU®) from The American College
- Chartered Financial Consultant (ChFC®) from The American College
- Certified in Long Term Care (CLTC) from The CLTC Board of Standards
- Pension actuary since 1985.
- Instructor, Business Insurance and Advanced Estate Planning for the American College Of Financial Services, Pennsylvania.
- Instructor, Coninuing Education (CE) courses for Florida Department of Financial Services, The Florida Bar, and Florida Board of Accountancy.
Years of Experience
Representing Northwestern Mutual since 1992.
Awards and Recognition
National Association of Insurance and Financial Advisors Quality Award 2012-2013
Award recognizing commitment to excellence in service to clients and industry