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
- 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