Agency Owner/Life Insurarance Producer
Have 30+ years work experience in the financial services arena. Started my career as a CPA working for KPMG in their New Jersey practice unit for nearly a decade as an audit manager. I served at that time as a Finance Officer in the US Army Reserves upon graduation from Rider College in 1982 for 15 years before retiring as a Captain. After my tenure with KPMG, I worked 15 years in an assortment of finance and administrative roles for private and public companies. Included in my accomplishments are assisting in taking 2 separate companies public "("IPO's") and raising in excess of $50 million in capital investment. Most recently, I opened up my own insurance agency called AssetSync, L:LC in 2008, originally specializing in property and casualty insurance production only. In late 2011, I was introduced to National Agents Alliance by Bill Cook, a Rotary Club of Branchburg colleague of mine. Quickly I learned the force of the entire NAA system, including the power of their exclusive lead company Pro Data Research ("PDR"). Now I have shifted most of my time and efforts to leverage what NAA offers. Current focus is on building my agency in protecting more families with their suite of premier mortgage protection, final expense, term life and fixed annuity products.