| Previous : |
Founder, FunerallResources.com |
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| Internet | ||
| United States, Reston | ||
Worked from 2005 to 2010 | ||
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Brief summary :
For the past 23 years I have worked as a Financial Advisor specializing in Retirement Planning. After dealing with retirees and death care (indirectly), it became increasingly clear to me there would be a significant growth in the need for information and help with funeral planning and preplanning. So after lots of surveys, interviews, and research, I set out to create FuneralResources.com. And I had one goal in mind: Find a Way to Make a Meaningful Difference!! After losing a close family member last year, it was this personal experience that helped me figure out EXACTLY what was missing…which is a place on the Internet where BOTH families AND the Funeral Directors can actually come together and EQUALLY benefit. | ||
| Previous : |
CEO/MD/Director, LocalAdvisorConnection.com |
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| Internet | ||
| United States, Reston | ||
Worked from 2005 to 2010 | ||
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Brief summary :
Founder and CEO of the leading website on the Internet for those ages 50+ seeking Pre-Screened Financial Professional Services via their National Directory. | ||
University of Florida |
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| B.Sc | |
| United States | |
| From 1986 to 1990 | |
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Brief summary :
Bachelor of Science in Finance | |

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I have been a financial advisor for over 24 years now, including an MDRT Member for 7 years, and Top of the Table Member for three years...where I closed over 100 lives for three consecutive years. I have been asked to speak nationally, as well as... |
The 10 “Key Ingredients” to DEMAND from a Financial Professional in a Successful Retirement Plan!! If a client is working on their retirement plan, it is very likely they have not only personal goals and dreams, but also a minimum level of... |
Finanacial Planners Should Encourage End-Of-Life Planning! Just so everyone reading this knows, in addition to being the Founder of our website, I have worked as financial planner for over 23 years and currently own my own Wealth Management... |





