Expertise

Risk Management – Insurance Planning and Consulting
Qualified Retirement Plans – Design, Installation and Enrollment of 401(k), Cafeteria 125 and HSAs
Resources for Long-Term Care Planning and Protection
Continuing Education Classes — Long-Term Care/Life Instructor Certified Financial Planning Program: University of California, Golden Gate University, San Francisco State

Qualifications

University of San Francisco, B.S.
Life Underwriters Training Council
Fellow CLU — The American College, Bryn Mawr, Pennsylvania
Graduate — CLU Certificates in Pension Planning, Advanced Estate Planning, Performance and Modern Management
RHU — Registered Health Underwriter

Associations

Society of Financial Service Professionals
National Association of Health Underwriters
LUTC – Chairman and Moderator

Personal

Native and resident of San Francisco, California
Western Historian, Marshal, Westerners International
Served as Life Manager of a National Major Multi-Line Property and Casualty Company
Served as Manager of a National Financial Service Company

Professional Attitude

“Let all Your Things Have Their Places; Let Each Part of Your Business Have Its Time”

Philosophy

“I Have Abandoned My Search For Truth And Am Now Looking For A Good Fantasy”