Experience

First Allied Securities, Inc.

• Financial Services
• 100 - 200 Employee

• Financial Consultant

  • Mar 2013 - Present

  I work with my partner, Jon Corazza, helping clients prepare for retirement, protect their financial assets with life and disability insurance and long term care insurance. Jon and I have 40+ years experience working with clients on their financial plans. All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal or investment advice. Show less



Allstate Financial Services, LLC

• United States
• Financial Services
• 700 & Above Employee

• Allstate Financial Professional

  • Apr 2003 - 2013

  I worked with hundreds of clients through Allstate agencies in the Portland area, primarily on Life insurance, annuities, mutual funds and retirement planning. I worked with Allstate for 10 years as a captive financial representative before branching out to become independent. I worked with hundreds of clients through Allstate agencies in the Portland area, primarily on Life insurance, annuities, mutual funds and retirement planning. I worked with Allstate for 10 years as a captive financial representative before branching out to become independent.



Claremont Group Inc.

• Broker/Agent

  • 2002 - 2004



The Standard

• United States
• Financial Services
• 700 & Above Employee

• Broker/Agent

  • 1984 - 2004