Specializing in working with closely-held business owners and professionals for over 25 years, and have provided comprehensive risk analysis in areas pertaining to:

• Life & Disability Insurance Planning
• Corporate Benefit Planning
• Business Succession Planning
• Estate Planning
• Retirement Planning
• Long Term Care Planning
• Property & Casualty Insurance Protection

Client Base:

• Total Individual Life Sales - Over 2.5 Billion
• Servicing over 3,000 individual clients and over 150 corporate clients throughout the United States

Memberships:

• Chartered Life Underwriter Designation (CLU)
• Chartered Financial Consultant (ChFC)
• Lifetime Million Dollar Round Table for over 25 years
• Estate Planning Council of Cleveland
• Society of Financial Service Professionals
• CAIFA (Cleveland Association of Insurance & Financial Advisors)
• President's Club
• Better Business Bureau