Bio
Experience
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Northwestern Mutual
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Greater Milwaukee Area
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Senior Director - Advanced Planning
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Jul 1996 - Present
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Greater Milwaukee Area
Attorney practicing in the estate planning, business planning, tax and retirement planning areas. For 28 years working in the insurance and financial planning field. Presents at various national estate and business planning seminars, publishes advanced planning articles in Northwestern Mutual Ad...
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Attorney
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May 1993 - Jul 1996
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Connecticut Mutual
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San Jose, California
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Financial Planner
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Jun 1985 - Jun 1989
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San Jose, California
Advising individuals and closely held business owners in the areas of estate planning, business planning, and retirement planning. Specialized in strategic and financial planning and the placement of insurance and investment products to implement the financial plans of my clients.
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Education
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2010 - 2014National Association of Estate Planners & Councils
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1997 - 2014American College
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1988 - 2014College for Financial Planning
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1989 - 1992Marquette University Law School
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1981 - 1985Santa Clara University
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1977 - 1981Marquette University High School
Suggested Services
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Industry Focus. “Financial Services”
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