Consulting Services, Retirement and Insurance Planning
Jan offers his diverse business experiences to all of his clients and their families. His desire to listen and understand each individual's needs sets him apart. A strong desire to be a valued advisor is the guiding principle in all of his relationships. Jan can help you navigate the ever increasing financial complexities and challenges that exist in our world today.
Married since 1972 to Janet. Residents of West Delray Beach, FL. Our greatest accomplishments are our two sons, Matthew and Shawn. In his spare time, not very much, Jan enjoys golf and tennis.
1972 graduate of Rutgers College, New Brunswick, N.J. BA in Business Administration and Education
2001 American College for Financial Planning, AAMS designation – Accredited Asset Management Specialist.
Securities and Insurance licensed and registered since 1998. Series 65,66,7. Life, Health, Long Term Care, Variable Life and Annuities.