Since 1984 I have been working in the financial industry. I began as a broker for Merrill Lynch, became a certified financial manager, and was a top 10% advisor with Merrill Lynch Insurance. I moved to MetLife in 1991, working there for 25 years until they sold our division to Mass Mutual. Then I was the Operations Manager for MetLife from 2005-2007, but decided I liked helping clients better and stepped down to resume my career as an IAR.  

I hold the FINRA registrations for 7, 9, 10, 24, 63, and 66 series. I am also a Life Underwriter Training Council Fellow (LUTCF).

I joined this profession to help clients with their retirement needs. I have specialized in income generation, including annuities and retirement accounts, as most customers do not want to outlive their money.