I started working in the financial services industry in 2008 and am licensed in Oregon, California, Washington, Texas, Ohio, Maryland and Virginia. I'm a member of the National Association of Insurance and Financial Advisors and my National License Number is NPN # 21278830
I started my career as a United States Air Force Officer and pilot and then was a commercial airline pilot for a major U.S. airline for 37 years, flying as Captain on the Boeing 737, Airbus A-320, Boeing 777 and Boeing 747. During that time, I served in Flight Standards for 14 years as a Check Pilot and Instructor.
My credentials and experience include:
• Author: Super Sectors: How to Outsmart the Market Using Sector Rotation
• Articles published in MarketWatch, Yahoo Finance, Seeking Alpha, Kiplinger Online, USA Today and many others
• Guest on Fox Business News, WBBM CBS News Radio, CNBC
• M.S. Management, Strategy and Leadership, Michigan State University
I’m affiliated with Symmetry Financial Group which represents more than 50 major insurance carriers such as Mutual of Omaha, John Hancock, Transamerica, National Life and many others.
My focus is on generating secure retirement income and I'm an expert on Index Universal Life Insurance and Fixed Index Annuities
Symmetry was established in 2009 and has several thousand agents working in all 50 states. The company has won many notable awards including:
· 2024 Insurtech Company of the Year
· 2023 Bronze Stevie Award in 2023 Business Awards- Support Department of the Year
· Gold Stevie Award Winner: Company of the Year-Insurance
· Voted top company culture by Entrepreneur for two consecutive years
· INC ranked among top 5000 fastest growing companies for six consecutive years
The company has over $1Billion in submitted annual premium, has protected more than one million families, has been seen in Forbes, Entrepreneur, Digital insurance, and Fortune Magazine and makes ongoing charitable donations to Make a Wish and other foundations.
I believe that the most important things in life are health, family and money, and money impacts the first two in significant ways. My overarching goal is to help people prepare for happy and prosperous retirements, particularly through the use of fixed index annuities!
No Risk Retirement
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