My work is a“blend” of insurance planning and charitable “multipler giving.” My insurance advisory is in life insurance, long-term care insurance, disability insurance and annuities. That’s it. No wealth management or comprehensive financial planning. Just insurance.
In the charitable arena, I bring life insurance solutions to legacy giving, creating charitable benefits in multiples of their cost.
Finding deep purpose and satisfaction in community service, I proudly represent the following nonprofits and their missions…
- Children’s MN – Legacy Advisors Council
- Crescent Cove Respite & Hospice Home for Kids -Philanthropy Council & Board of Directors Dunwoody Institute – Gift Planning Advisory Council
- FreeBikes4Kidz – Bike Give Away Events
- Inner City Tennis – Board Member
- Neighborhood House – Planned Giving Advisory Council
- Starkey Hearing Foundation – Board Member
- Wings for Widows – Community Outreach
Activities/Interests: Biking, skiing, reading, birding, and photography
Personal: I am married to Sarah, have three children and Aussie Doodle, George
