Estate Planning Expert 521252 TX


Expertise Description

With 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


Education

Degree Subject Institution
B.S. Economics University of Tampa

Awards & Affiliation

Named Pacific Life’s Distinguished Achievement Award winner


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