Let Us Introduce You To Jean

Let Us Introduce You To Jean

20 years.  Looking back at the last 20 years has been quite interesting, to say the least.  This month marks my 20-year anniversary in the life insurance and financial planning industry.  I would have never thought that time would have passed by so quickly…  March...
The Perils of Complacency

The Perils of Complacency

We have seen some very disturbing and destructive hurricanes and earthquakes in the last month which makes me feel very lucky that we live in the Great Lakes area. Not to say that we have not seen flooding or tornadoes in our recent past, but not like the disasters...
The Financial World with Process

The Financial World with Process

Over the years, I have made so many life changing skills and have learned or been taught many lessons. Probably the most important lesson that I have learned is the importance of process. This skill can be related to habits, both in life and in business. It would be...
Why I Am Glad To Do What I Do

Why I Am Glad To Do What I Do

WOW! My first blog and “kick at the can” of spreading my thoughts to the world. Being an entrepreneur in the wealth management world is definitely what I am most proud and passionate about doing in the great Windsor-Essex community (YQG). I have learned at an early...