Bio: Been involved in life insurance & financial services for over a decade. My motto is "Purely in the client's interest." Dovetails with a fiduciary.

Bio: Married 40 plus years 2 kids 3 grand kids. Been in the financial services industry for 40 years. I help people find solutions to taxes and planning.

Bio: As the Managing Director of Redwood Tax, I oversee a team of highly qualified and experienced tax professionals dedicated to reducing your taxes.