Global Legacy and Insurance Strategy Advisor, Cornerstone Advisors International Co-founder 5280 Professional Alliance
Global Legacy and Insurance Strategy Advisor, Cornerstone Advisors International
Co-Founder, 5280 Professional Alliance
Wealth succession professional focused on ways to protect and preserve wealth for future generations and preparing heirs for what they will receive. Assist with the selection of life insurance products for affluent global citizens as well as providing them with resources to tackle the challenges of cross border tax law liabilities. Innovative business development, sales and marketing professional with specific focus on serving affluent families both nationally and internationally, as well as multi-owner and private, family-owned businesses. Strong strategic thinker and team builder. Entrepreneurial and process focused. Currently hold my Colorado life and health insurance license.
Specialties: Life Insurance Advisory, Life Insurance for Foreign Nationals, Wealth Preservation, Business Succession, Business Development, Strategic Partnerships