North Park

With over 20 years of experience in the insurance and financial industries, I bring a wealth of expertise as a full-service financial consultant.

Since 2011, I have served as an independent financial advisor, offering a comprehensive range of services encompassing property and casualty, life, and health insurance alongside a diverse array of investment products and services. This breadth of offerings is crafted to deliver a financial solution tailored to your needs.

My approach centers on leveraging extensive knowledge to address your financial concerns and aspirations. I provide guidance across multiple areas, including:

• Asset protection and risk management
• Wealth accumulation strategies and distribution planning
• Management of qualified retirement plan assets
• Retirement income strategies
• Legacy planning
• Disability and long-term care planning

I collaborate closely with your other trusted advisors, such as attorneys, CPAs, bank trust departments, and real estate professionals, to ensure cohesive support and a unified financial strategy.

North Park proudly partners with Alden Investment Group, a boutique independent broker dealer, and RIA. This partnership enhances our ability to deliver superior service with robust back-office support, cutting-edge technology solutions, and an extensive menu of investment options. We aim to empower clients to manage their wealth through an advisory relationship characterized by ethical principles, transparency, accountability, and professionalism.