Experience/History Over 30 years experience in the life insurance, investment and employee benefits business.
1973 - Career Agent with Connecticut General Life Insurance Company; primarily estate planning for business owner and professional marketplace
1982 - CIGNA Financial Services Company - the business evolved to include investments, income tax, and fringe benefitplanning
1990 - started doing business as Cornerstone Financial Services with several associates
1997 - moved the firm to Southpointe, completed a name change late in 1997 to Southpointe Financial Services
Registered Representative
Investment Advisor Representative
Cetera Advisor Networks LLC
Professional Designations
CFP® – Certified Financial Planner