has been our key insurance support personnel for over a decade and works to mitigate risk, protect assets, and solutions that allow a smooth transition of personal estate or business assets to the beneficiaries or surviving partners. He provides in-depth information on various insurance products and services that complement the overall wealth management for our clients.
He has worked in the insurance industry for over 13 years and worked on thousands of insurance cases to mitigate risks of the unexpected. His experience in the field of insurance, product engineering, and product management allows him to customize comprehensive insurance solutions for our clients. In October 2022 he moved from his corporate role of AVP Estate Planning (AEIS) to become Senior Insurance Advisor with our larger branch and helps our clients with all insurance needs.