About TheProAdvisor
TheProAdvisor distinguished himself as a U.S. Marine before entering the financial services industry. He and his highly credentialed staff have over 100 years of Insurance and Financial services experience.
TheProAdvisor’s primary focus is on financial literacy and education, wealth creation and asset preservation. As a true “Financial Professional”, he has created and designed numerous estate planning, tax minimization, and other advanced planning concepts.
TheProAdvisor has and continues to advise other top “Financial Professionals” from many of nations largest and most respected firms, including ML Stern, Wachovia, RBC, New York Life, Northwestern Mutual, Linsco Private Ledger (LPL) and others, providing one-on-one support and advice to them and their clients.
TheProAdvisor has been involved in many large, complex cases that included executive benefits, estate liquidity, pension plans, premium financing, and other creative means for meeting clients’ personal and financial objectives.
TheProAdvisor is a recognized expert in his field, with numerous articles, interviews, and speaking engagements to his credit. He is an active member of the National Association of Insurance and Financial Advisors (NAIFA) and a qualifying member of the Million Dollar Round Table (MDRT) “Top of the Table” and The International Forum – pinnacles of the financial services industry.
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