Adjunct Instructor
American College of Financial Services

Principal
Basis Wealth Inc.

Certified Financial Planner, Certified Health Specialist and Elite Partner Advisor
Sun Life Canada

Industry Thought Leader, Coach, Keynote speaker

Vice President, Advisor
Zavitz Insurance Inc.

Founder
L.E.S. Financial

Senior Insurance Consultant
Edward Jones

CEO
WEALTHinsurance.com®

Certified Financial Planner, Employee Benefits, Speaker, Workshop Leader, Author

The Group Professor

Vice-president, life and benefits department
Knight Archer Insurance

Insurance Advisor
Sterling Park

Founder and CEO
Hicks Global Enterprises

Life Underwriter Training Council Fellow (LUTCF)

MSFS, CLU®, ChFC®, CExP®, RICP®, AEP®
Wealth Strategist