I am committed to utilizing knowledge and experience to assist clients in achieving their financial goals. Apply personal and professional resources to offer a high quality approach enriching the financial lives of small business owners, young executives, professionals and their families. My goal is to always provide clients and prospects with the best advice possible, based on their individual needs. Have proven results working with his clients to help guide them to an improved financial position. My first priority is to take the time to listen to the clients and then encourage them to think and act on their financial goals. I help my clients find strategies with the aim of being accessible and easy to do business with. I pride myself on always going the extra mile to provide outstanding customer service and works with clients to develop long-term, trusting relationships. I am accredited Financial Representative, holding Series 6 and 63 securities registrations, and is life, health, accident and long-term care insurance licensed in the States of Illinois and Michigan. Specialties also include: Retirement plans (IRA, 401(K), Individual, SEP, SIMPLE). Selected Accomplishments: Dedicated to grow customer base year over year,.Earned a reputation for expert financial advice and superior customer service that resulted in strong referral business. Expert in life insurance policy sales -Suggested the amount and type of coverage according to the analysis of client's situations and utilized influential sales techniques. Member of MDRT top of the table consecutively 5 years. 2023 Erie Insurance Company number one agency in the country for life insurance production.