Most of my responsibilities are on the transactional side. From time to time, I may reach out to you for signatures related to opening a new account with us or for compliance documents. I make sure everything is handled as quickly and efficiently as possible. My goal is to provide you with clear, hassle-free service that makes every step of the process easier for you. Having worked in a large national insurance company's customer service department for six years prior to joining the team, I have an in-depth knowledge of the industry.

I also like spending time with family and friends. I enjoy baseball, softball and bowling, as well as watching movies. Being the father of a boy gives me an excuse to act like a kid again!