What inspired you to become a financial professional?
The opportunity to grow and thrive. As a Financial Advisor for over 60 years, I have received the professional designations of Certified Financial Planner ™, Chartered Life Underwriter, Chartered Financial Consultant, Certified Long-Term Care Specialist, and Accredited Estate Planner.
What are your passions in life?
I like to think of myself as an adventurer: I have climbed Africa’s Kilimanjaro, South America’s Patagonia, Moana Loa, Hawaii’s highest peak, Mt. Fuji, Japan’s highest peak, and made it to Mt. Everest Base Camp. My personal favorite, however, is the Inca Trail from Cuzco to Machu Picchu in the Peruvian Andes.