I am a 2nd generation Financial Advisor with a wealth of corporate international experience. I had a very successful career in the international oil & gas industry working for Shell (was Head of Drilling Contracts in Nigeria, and then in charge of one of the world’s biggest exploration Drilling Rigs off Scotland). I changed my career early 2004 so that I did not have to send my children to boarding school, so that my mother could retire, and to take on a new challenge. My goal is that my clients are completely satisfied with how I educate them, my proposals, the performance of their investments and my service. I use a macro-economic approach that can help achieve the following:
*Provide better insurance coverage at lower cost
*Increase your rate of return with lower risk
*Help you get into a tax-exempt environment
*Increase your retirement income with guarantees
I have been the recipient of the Company’s prestigious Maurice L. Stewart Award and have qualified multiple times for the Company’s Leaders’ Conferences. I am also a qualifying member of the Million Dollar Round Table® and attend their annual Conferences to pick up new ideas for my clients. I also have attended the Private Wealth Management Program at the Wharton School of Business and Ed Slott’s Exclusive IRA Workshop. In 2015 I became a 'Retirement Income Certified Professional' (RICP®).
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I practice what I preach to my clients: balance and enjoy work and life. I lead many hiking, camping and skiing trips and am a certified ski instructor.
• All guarantees are based on the claims-paying ability of the issuer. Optional riders or “benefits” are available for an additional charge and may not be available in certain combinations.
• Always consult a tax professional for specific information regarding your individual situation.
• None of the listed recognitions are indicative of the recipient’s future performance or success.