SPECIALIZING IN LIFE, DISABILITY AND LONG TERM CARE INSURANCE

As a life insurance agent, I develop and implement comprehensive plans for clients who span the spectrum, from entrepreneurs, small business owners, and executives to young families with small children, single professional, empty-nest parents, and retired adults. I work with my clients to create a custom plan that meets their needs, from complex planning to simple and straight forward planning. Specifically, I have expertise in the following:

• Integrating insurance and estate planning

• Utilizing specific tools to reduce taxes and liabilities for families and businesses

• Transitioning business and family wealth, including residency planning, foreign insurance use and the creation of trust

• Ensuring that if you pass away or become disabled, your family is provided for and will have the confidence that their financial future is secure

I have a passion for the value that I know I can bring to my clients and an expertise and knowledge base to give them sound advice on what are very personal issues.

When I am not working, I like to spend time with my wife and daughter, travel, be on the water and watch Sprint Car Races. I am on the board of the Minnesota Association of Health Underwriters and Twin Cities Muskie’s Inc.