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I have lived in Florida since 1979 migrating from the east coast to finally landing in the Sarasota area in 2010. I am fortunate to have four beautiful daughters, of which youngest, works with me to provide the highest level of service and support to our 400 amazing clients. I have over 25 years experience as a trust advisor helping people with the largest and most important decisions in their lives joining Bankers over 5 years ago and an insurance representative and most recently a Financial Representative with a Series 7 & 66 license.For 20 years, I worked by referral only serving over 300 clients in the real estate industry primarily working with small business owners specializing in commercial real estate and small business coaching.
Bankers Life Securities, Inc. only accepts verbal orders and/or instructions. Verbal instructions do not include email, voicemail, fax or any alternate method. Any information provided by Bankers Life Securities via these means is for informational purposes only and does not constitute a recommendation.Bankers Life is a marketing brand of various subsidiaries of CNO Financial Group, Inc., including Bankers Life Securities, Inc., Bankers Life Advisory Services, Inc. and Bankers Life and Casualty Company.Non affiliated insurance products offered through Bankers Life Securities General Agency, Inc. Securities and variable annuities offered through Bankers Life Securities, Inc. Member FINRA/SIPC (dba BL Securities Inc, IA, MI, PA) Investment Advisory products and services are offered by Bankers Life Advisory Services, Inc. SEC Registered Adviser, (dba BL Advisory Services, Inc, AK, IA, PA).Investments are: Not Guaranteed—Involve Risk—May Lose Value. Bankers Life Securities Customer Call Center: (844) 553-9083
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