Professional Background: Holds a Life Insurance, Long Term Care, Medicare supplement, as

well as a Property and Liability License. Financial Planner for the past 24 years, helping

Retirees meet their financial goals with an emphasis on Wealth Transfer. Wealth Preservation

and Asset Allocation, with emphases on true Health care design for every Medicare Recipient.

Licensed Since: 1993 to Present

Licenses/Certifications: Medicare, Long Term Care, Accident and Health, Life and Annuities, Property and Casualty

National Producer Number:6555502

States: North Carolina, Virginia, West Virginia

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