I began my professional career with John Hancock in 1975 and joined Evershore Financial Group in 2008. With over 40 years of experience in the insurance and financial services industry, my clients have come to think of me as their personal navigator. Many of them consider me a part of their family.
I have specialized in employee benefits which include, group health insurance, dental, life, disability, pensions, 401(k) plans, 401(a) plans, 457 plans, etc. I am the advisor of record for several cities in Florida and assist them with their employee benefits packages. I consider the employees my base for selling life insurance and annuities outside of their workplace, including their families, which include their spouses, children and their parents.
Another area that I have had very positive results from, for many years, is from multi-generational selling. I have many older clients, especially those that do not have family living near them, who know that they can call me at any time to help them whenever the need arises.
I am a Life and Qualifying Member of the MDRT and have achieved their highest awards by being Top of the Table and Court of the Table qualifier through the years.
Boca Raton Office | 561.910.2566
The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice. Inclusion of wealth manager in award program is not indicative of future success.