Our Qualifications

After graduating from UCLA in 1977 with a degree in Biology, my first  job was as a research assistant for a best selling financial author.    Then I decided to enter the insurance business focusing on health and life insurance.  Since 1978, I have been helping businesses and individuals plan their futures

In 1986, I received my Chartered Life Underwriter designation from the American College.    Blue Cross selected me to serve on their First Agent Advisory Board, and  I served in that capacity for 10 years.

I am a life member of the Million Dollar Roundtable*.  I have been a member of the MDRT organization for 38 years

I am  dedicated to developing lasting relationships with my clients through technology and "touch.". I believe in helping you assess your financial goals and participate in helping you manage your finances.

Providing clear, easily understood explanations of financial products and services permits you to participate and understand the mechanics of your  working toward a more confident financial future.

*The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production.  Members qualify for the Million Dollar Roundtable (MDRT) based on meeting a certain level of premium, commission or income during the year in addition to meeting ethical standards.  Life Membership is earned by meeting the qualifying requirements for 10 or more years.  This award is not representative of actual client experiences or outcomes, and is not indicative of any past, present, or future investment performance.