Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

I am a Registered Representative and Investment advisor representative of LifeMark Securities Corp. a member of the Financial Industry Regulatory Authority (FINRA).  Got into Insurance Sales and Service – Life, Health, Property, Casualty, Disability, Long Term Care, Senior Care, ACA Health started in October 1999 to present.  I received my Variable License in February, 2001 and my Series 65 in Aug 2015. In May 2019 achieved my Certified Financial Fiduciary®.  I can work with Mutual Funds, IRA, 401(k) and Variable Products. I am affiliated with numerous RIA firms and use their resources to provide working with retirement plans of individuals and/or companies.  Individual investment has also been provided through these plans some of which contain a stop-loss function that will keep the value of their plan from dropping more than 10 – 10.5 %.  All the investment goes into government bonds and when the market starts recovery the bonds are sold back to the equity investment at a lower price than obtained on the switch to bonds. As the Saying Says:  Sell High and Buy Low.