Professional
After 40 years in practice, I find that helping our clients protect and develop their economic human life value is the most valuable service we provide. Helping them use financial tools at our disposal we create a more secure and rewarding future for clients and their families. Stressing the elements of an early start and consistency does wonders for people's financial programs. I value their trust in letting me assist them in reaching their goals and objectives.
Associations and Memberships
Society of Financial Service Professionals (SFSP)
Estate Planning Council of Southern New Jersey
36 Year Member of the National Association of Insurance and Financial Advisors (NAIFA)
Professional Designations
Chartered Life Underwriter (CLU®)
Chartered Financial Consultant (ChFC®)
Years of Experience
Representing Northwestern Mutual since 1974.
Education
| Degree | Major | Institution |
|---|---|---|
| Bachelor of Arts | Social Sciences | Rutgers University |
Awards and Recognition
Health Insurance Quality Award 1985-1989, 1991
Award recognizing quality in the field of health insurance
Million Dollar Round Table Life Member 1996, 1998, 2002, 2020-2022
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
Million Dollar Round Table Provisional Member 1979, 1986
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
Million Dollar Round Table Qualifying Member 1987-1990
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
Million Dollar Round Table Qualifying/Life Member 1991-1995, 1997, 1999-2001, 2003-2019
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
National Association of Insurance and Financial Advisors Quality Award 2011-2018
Award recognizing commitment to excellence in service to clients and industry
National Quality Award 1979-2010
Award recognizing persistency and performance
National Sales Achievement Award 1978-1994
Award recognizing performance