About Us

• About Us As a Personal Financial Representative living in Lake County for over 30 years with my wife and two children I know many local families. My knowledge and understanding of the people in this community help me provide over 6,000 customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important - your family, home, car and more. I'm also here to help you prepare a strategy to achieve your financial goals. As a local business owner, I understand the importance of building a solid foundation for the future and developing long-lasting customer relationships. That's why I'm committed to offering you the same level of service I'd expect from my own business dealings. When you leave my office, I hope you'll feel confident, informed, assured and satisfied in your choices. The way you should feel.