Qualifications

As an associate of Blue Ocean Wealth Solutions, I bring an impressive history of academic and professional credentials to the firm.  Clients benefit from my years of experience in a wide range of estate and financial services.

 Professional Qualifications & Company/Industry Awards:
  • Licensed to sell Life & Health Insurance in: California, North Carolina, New Jersey, New York, Pennsylvania, and Texas.
  • LUTCF - Life Underwriter's Training Council Fellowship designation
  • Chairman's Council
  • President's Conference Life Member
  • Life Member of Million Dollar Round Table
  • Hall of Fame - Inducted in 2017

Organizations:

  • Million Dollar Round Table Member (MDRT)
  • Business Network International (BNI)
  • Member of the Brookville Country Club
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Member of the Harbor Golf Club in Port Washington, NY