I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care, and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions:
This work build on my track record as a data-driven strategist. I have a demonstrated history of producing engaging, research-based analyses in rapidly changing, fast-paced contexts. And I'm adept at promoting companies and causes by creating and delivering thought leadership content.