Expertise:
Provide benefits and savings; Enhance peoples financial lives
Major Product/SVS:
Insurance and investment services
Hobbies/Sports:
Golf; Weight training; Running; Biking; Swimming; Triathlons; Vacationing; Spending time with family and friends
Education Degrees:
Bachelor's Degree in Communications, University of Wisconsin Oshkosh (1987)
Affiliations Awards:
Member, Qualifier, Million Dollar Round Table; Member, National Association of Insurance and Financial Advisors; Regular Leaders Club Qualifier, The Guardian Life Insurance Company of America; Member, Professional Insurance Association; Member, AHIA; Guardian Investor Services Achievers Club; Delta Phi Sigma fraternity
Charity:
Treasurer, Creation Education Center; Men's Ministry, Elmbrook Church, No Regrets Men's Conference
Number Of Years In Profession:
26
Number Of Years In Current Position:
26
What Does He/She Attribute Success To:
He attributes his success to his disciplined work ethic.
Why did you become involved in your profession or industry?:
He became involved in his profession because he wanted the opportunity to help people.
Position Responsibilities and Duties:
Overseeing client contact along with face to face personal contact involving protection aspects of clients personal and business lives as well as portfolio analysis; Investing; Case preparation; overseeing office operations and Human resources
Education Certifications:
Certified Investment Broker; Certified Financial Professional
Awards/Honors:
Guardian Leaders Club Award; National Sales Achievement Award; Former Qualifier, National Quality Award
Where Will You Be In 5 Years:
In five years, building my practice, continue to grow a profitable investment and insurance firm with quality cients and exceptional hands on service.