My singular goal is to earn the right to be a trusted partner to each Commonwealth Financial advisor I serve. I'm not a wholesaler! I'm your "go-to guy” for all your insurance-based planning needs, covering life, long-term care, linked-benefit and disability insurance.
I'm always available to help educate you on the latest concepts, unique to your client's situation. Let me know how we can help with your next opportunity through case consultation, virtual point-of-sale assistance, case design support, illustration review, application fulfillment or field underwriting challenges. If you need help on a specific business line, you're always welcome to contact me or reach out to your dedicated team below.

If you need assistance on pending cases for escalation or navigating the Ash Portal, Tori is a perfect resource to help. Chris, Bryan and Kelly your dedicated contacts to assist with advanced cases for life, LTC and DI, respectively.
If you have a question about our automated online licensing system or want to get contracted with another carrier, Meredith will take good care of you!