I am a Private Client Advisor with 20 years of hands-on active portfolio management and trust administration who designs insurance programs for affluent individuals in order to suit the unique and complex needs of successful individuals. My clients come first and I strive to develop and maintain strong relationships in my community.
WHY IT MATTERS: Affluent / High Net Worth clients face many unique risks that expose them to significant loss of assets.
HOW: I work with both my clients and the trusted advisors that surround them to customize insurance programs to protect them from liability and property losses.
