Experience

Rose Glen, LLC

• United States
• Insurance

• Principal

  • Jun 2018 - Present

  Managing Principal at Rose Glen Advisors, LLC, a life insurance sales organization.The company works in the area of estate planning techniques and life insurance providing financial stability and tax effective programs for individuals and corporations. Managing Principal at Rose Glen Advisors, LLC, a life insurance sales organization.The company works in the area of estate planning techniques and life insurance providing financial stability and tax effective programs for individuals and corporations.



ArborHSA,LLC

• Chairman

  • Jan 1971 - May 2018

  Managing Sales Principal at ArborHSA,LLC, a life insurance and benefits sales organization.The company works in the area of wealth management through the use of estate planning techniques and life insurance providing financial stability and tax effective programs for individuals and corporations. Securities and Investment Advisory Services offered thrugh NFP Securities, Inc., Member FINRA/SIPC. NFP Securities, Inc. is not affiliated with Preferred Pensions LLC. This site is published for residents of the United States only. Registered representatives and Investment Advisor Representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the services referenced on this page are available in every state. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.