What do you enjoy most about your role at TDC life?
Being able to provide comprehensive life insurance and estate planning solutions to successful individuals, their families, and closely held businesses.
What has been your most rewarding career experience?
Developing long term relationships with my clients and continually working to provide them with the most up to date and comprehensive wealth preservation strategies.
How do you help your clients and their families Live Life?
We want our clients and their families to be assured that this piece of their financial planning meets their goals and objectives.
Why is TDC Life different?
We have made an effort to build out a “Team” approach on a national platform that can provide the best possible solutions for our clients’ long range planning needs, and also provide for the consistent long term servicing of those plans. As change comes to our business, we will be prepared to help our clients adapt accordingly.
Education and Accreditation
- Woodberry Forest School, Virginia
- Dartmouth College, A.B.
- Chartered Life Underwriter, and Member Society of Financial Service Professionals
- Member of the Association of Advanced Life Underwriting
- Member National Association of Insurance and Financial Advisors
- Equity Partner in Lion Street, a national financial services distribution company
How do you Live Life?
My family and their activities have always come first. We love to travel and make a point of gathering for special occasions, holidays, and extended time in Maine every summer. I have enjoyed my involvement in our community and serving various organizations as follows:
- Vice-President Board of Directors, Interlachen Country Club
- Member Half Century Club of Winter Park
- Alumni Board of Woodberry Forest School
- District Enrollment Director for Dartmouth College
- Chairman Civil Service Board, City of Winter Park
- Chairman Insurance Board, City of Winter Park
- Chairman Police Pension Board, City of Winter Park
- Member Board of Trustees, Winter Park YMCA
- Member Board of Trustees, Trinity Preparatory School
- Member Board of Governors, Winter Park Racquet Club
- Advisory Board of Winter Park Health Foundation