As a trusted partner of Honda Federal Credit Union, I have a strong
history of working with credit union members, their family and their friends. I
have access to a wide variety of investment and insurance products.
Specifically, we can make sure you have solid answers to these key questions:
- Is your retirement money invested properly?
- Will you have enough income in retirement?
- What should you do with an existing retirement plan from a previous employer?
- How will you pay for a child's or grandchild's education?
- Financially, what would happen to your family if you died?
- How will you pay for long-term care?
I am a Registered Representative of CUNA Brokerage Services, Inc., member
FINRA/SIPC. I am also a licensed representative of CMFG Life Insurance Company.
It's easy to get started. Please contact me for a no-cost, no-obligation
consultation.
My education . . .
- B.A. Villanova University
- Accounting and General Business at University of Pennsylvania
- Wharton Evening School and Stonier Graduate School of Banking, 1976
Career Highlights . . .
- Over 30 years experience with financial institutions
- Vice President commercial lending 1978-1983
- Registered Representative since 1985
Personal . . .
- Married (wife, Rosemary)
- Two sons, six grandchildren
