I am happy to be working with the Advisors at Mountain View Strategic Wealth, LLC. I have spent the last 25 years educating, advising, and planning with clients on their life's risks, dedicating my experience and expertise to designing Life, Disability, Long Term Care, and income planning solutions.
As a trusted advisor, I have worked for a diverse group of corporate firms, including Amex Assurance, GE Capital, Genworth Financial, and John Hancock. In my various roles, I have provided expertise in designing insurance plans for more than 1500 financial professionals and, by extension, their clients.
I live in Dutchess County with my wife and two sons.