Expertise DescriptionWith over 35 years experience in Financial Planning, my expertise is in estate planning for estate tax purposes and wealth transfer for multi generational business. I have additional knowledge in retirement planning, college planning, life insurance for individuals, group health insurance, disability insurance, 401k, and long-term care. I also have prior experience as a financial planning expert witness in Texas.
Areas of Expertise
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|B.S.||Economics||University of Tampa|
Awards & Affiliation
Named Pacific Life’s Distinguished Achievement Award winner