I want to thank you for visiting my profile page and would welcome the opportunity to assist you in realizing your insurance and retirement goals. By way of background, my training and experience are in the fields of education and finance. I graduated from New York University (NYU) with a Masters degree in Education and subsequently entered the business sector, serving for several years as an Account Executive in a prominent factoring and finance company headquartered in Montreal, Canada.

A business trip to San Francisco ultimately led me to Sacramento where I made the acquaintance of a very successful insurance broker. He inspired me to launch my own insurance business and subsequently mentored me in this field. I have now worked and lived in Sacramento for 30+ years and service the insurance and retirement needs of over 2,000 clients.