Professional
In order for me to present the appropriate products and services for you and your family, it is important that I get to know you. And, so that you can feel comfortable sharing your goals and dreams with me, I am happy to provide you with some information about my qualifications.
I have been a Financial Representative with Northwestern Mutual Financial Network for more than 20 years. I am licensed in life and health in seven states.
I serve as Disability Income Insurance Specialist, assisting in providing training to new financial representatives in our office. I am also currently serving on the Northwestern Mutual Disability Income Field Committee. I was a Limra International Disability Conference speaker in 2005.
My specialty is personal risk analysis and solutions for physicians and dentists.
I have achieved the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations from the American College.
Speaker, LIMRA International Disability Conference 2005
Associations and Memberships:
Member, Society of Financial Services Professionals
Member, National Association of Life Underwriters
Member, Estate and Financial Planning Council of Southern New Jersey
Member, Chi Epsilon, National Civil Engineering Honor Society, VA Tech
2013 NAIFA Quality Award
Years of Experience
Representing Northwestern Mutual since 1988.
Education
| Degree | Major | Institution |
|---|---|---|
| Master of Science | Civil Engineering | North Carolina State U at Raleigh |
| Bachelor of Science | Civil Engineering | Virginia Polytechnic Inst & State U |
Awards and Recognition
National Association of Insurance and Financial Advisors Quality Award 2011-2013
Award recognizing commitment to excellence in service to clients and industry
National Quality Award 1990-1996, 2000-2010
Award recognizing persistency and performance