How I can help you

I can help build and improve business success through  marketing, finance and sales.


As a small business owner and CEO of an insurance firm, I have helped many small businesses and their employees in the areas of insurance, marketing and finance.  I am proud to say that over 40 years most of the clientele that I have  worked with  grew in sales, assets and profits. My efforts have also helped in employee retention and satisfaction.






Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Business Operations
  • Sales, Marketing & Public Relations

Industry Experience
  • Banking, Finance & Insurance
  • Professional & Business Services


Bachelor of Science ---Marketing Cal State Long Beach

Chartered LIfe Underwriter--American College

Chartered Financial Consultant--American College

Marketing your business

Communication Methods

  • In Person