Experienced agent providing insurance and annuities to clients in Eastern Pennsylvania and New Jersey. Areas of focus include: Fixed Annuities, Single Premium Immediate Annuities, and Fixed Index Annuities. Also focused on Life Insurance ranging from Term Insurance to Cash Value. Some particularly important products for my clients include: Long Term Care Insurance, Critical Illness Insurance, Disability Insurance, Final Expense Insurance, Estate Planning Insurance and College Funding Insurance.Smart Retirement Solutions is my preferred partner when developing strategies for my client's future financial peace of mind.

• Oversaw the accounting function for over 100 legal entities, supervising a staff of accountants in the preparation of monthly financial statements and cash flow analysis.• Led the conversion from Peachtree to Microsoft Dynamics and developed internal control and accounting procedures to efficiently monitor and preserve the wealth of these high net worth individuals.• Coordinated income tax compliance and planning, including implementing complex strategies such as GRATs and CRUTs to transfer wealth in a tax efficient manner.

The Tennessee Bar Association is at the heart of the Tennessee legal community, serving its members with quality continuing legal education, timely and useful information, professional services, and advocacy on issues of importance to lawyers in all practice areas.

AFG is an Independent Insurance Adjusting Company founded in 2001. Our team will not rest until your expectations are met and exceeded. It has always been the intentional focus of AFG to assemble people of diverse and specialized skills. We further develop each team member with advanced training and the latest technology to facilitate a cooperative teamwork effort that serves every need our clients face. We approach each claim believing two are better than one; because they have a good reward for their labor. Ecc 4:9 This gives us the privilege to partner with you and draw on decades of experience and training within our company for accurate, cost effective, and efficient claims handling. Accreditations and Qualifications: *NAIIA *IICRC WRT Technician Trained *IAMI Board of Directors *International Association of Marine Investigators *Property Lecturer/Training Seminars *Private Investigator *Certified Marine Investigators *Accredited Master Marine Surveyor *Master Fiberglass Technician *Master Mechanic *Marine Lecturer/Training Seminar *Hazardous Materials Training