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My experience revolves mainly around asset management and advice to customers about how to position themselves for their retirement needs. I have been an owner of a firm as well as an employee of bigger firms. My career has involved a lot of management of people as well. Handling marketing and compliance and public relations and record keeping. I apply all kinds of themes and insights to advice and decision making for the work I perform for my clients on a regular basis. So my background is one that has involved complete planning and research on affecting the needs of clients throughout their lives. This is a skill that makes me confident that I can manage people and issues and goals and problems in the context of many situations.
I have lived in Cincinnati, OH since 1988. I moved here after graduation from Wittenberg University. I have lived in the metro Cincinnati area and then Mariemont and Blue Ash working and raising my now grown children.
Individual & Family Health Insurance, Medicare, Medicare Advantage Plans, Medicare Supplement, Medicare Prescription Drug Plans, Small Business Health Insurance, Life Insurance, Dental Insurance, Vision Insurance, Critical Illness Insurance, Disability Insurance, Accident Insurance, Long-Term Care Insurance, Wellness Products
Choosing insurance plans can be difficult. That’s why I make it easy. I’ll make the calls, compare the plans and prices, and find you the insurance plan that fits your needs. Best of all, my help is at no cost to you.
I work with nationally recognized insurance companies to give you the quality, affordable insurance you’re looking for. I promise never to spam you or sell your information. Best of all, my assistance is at no cost to you. Call me today at (513)638-8928 and let me find the right insurance for you.