Professional
Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, I would like you to get to know me.
I began in the insurance business in 1978. In 1980 I joined Northwestern Mutual.
Throught my carreer I have strived for professionalism, attaining the Chartered Life Underwriter (CLU®) designation from The American College.
Membership in Professional Organizations include :
Past President of the Fringe Benefit Planning Council of the Palm Beaches
Past President and member of the Palm Beach County Estate Planning Council
Member of the East Coast Planning Council
Member of the Norton Museum Planned Giving Council
Additionally I have been a member of the Million Dollar Round Table since 1987.
Years of Experience
Representing Northwestern Mutual since 1980.
Education
| Degree | Major | Institution |
|---|---|---|
| Bachelor of Arts | Psychology | Wittenberg U |
Awards and Recognition
Million Dollar Round Table Life Member 2001, 2003, 2005-2007, 2009-2015, 2017-2019
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
Million Dollar Round Table Qualifying/Life Member 1997-2000, 2002, 2004, 2008, 2016
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
National Quality Award 1985, 1987, 1989-1996, 2003, 2005
Award recognizing persistency and performance
National Sales Achievement Award 1983-1990
Award recognizing performance