
ADVISORY BACKGROUND
Principal at Lifestyle Advisors, specializing in Medicare and healthcare planning
Retirement Income Planning Professional for young or new retirees
SERVICES ROLE
Individual and group healthcare planning: cost and benefit design
Healthcare plan integration with comprehensive plans for families and businesses
Boulevard healthcare consultant: risk and opportunities for families and business
EDUCATION
Bachelor of Applied Scienses, ITT Technical Institute
Retirement Income Certified Professional® Curriculum
DISTINCTIONS
Retirement Income Certified Professional®, American College
Health Insurance Services offered separately through Nielsen Group, LLC, a full-service insurance agency. Visit www.lifestyle-advisors.com for more information.