Certified Insurance Counselor (CIC), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) – Agency Founder and Principal
Recognized insurance professional, Past-President Life Underwriters Frederick County, Past-President Rotary Club of Gaithersburg. Former Vice-President, Training and Management Development for the Home Life Insurance Company, NY. Award winning (President’s Cup) General Manager, Prudential Insurance Company, MD. Member of the Independent Agents & Brokers Association (IA&B). Earned Certified Financial Planner (CFP) designation in 1993. Former Adjunct Instructor Adelphi University, NY, former LUTC instructor.