More than three decades ago, my career began in private banking, where I recognized that the insurance needs of high-net-worth clients were not being met. That realization led me to change course and dedicate myself fully to the life insurance profession, a journey that has taken me well over a million miles of travel, serving thousands of clients in more than four dozen countries. Along the way, I have earned the trust of leading institutions, advisors, and highly rated carriers, building relationships I deeply value and that have enabled me to deliver sophisticated solutions to families and businesses around the world.
Today, I remain committed to advancing that vision—but not by guarding it. The time has come to share the playbook. The opportunities before us are vast, and they demand bold professionals ready to seize them. My mission is to share the strategies that have defined my career and to guide top agencies and the next generation of advisors as they expand their practices internationally. Together, we will shape the future of an industry rich with promise yet only beginning to reveal its true potential.
My message is simple. In a world where change is the only constant, success depends on your ability to adapt and continually reinvent how you engage with your environment. The surest way to avoid limits in life is to keep learning and to recognize the power of knowing what you don’t know.
Success did not arrive overnight and has come via a recipe of determination, integrity and time. Prior to establishing my private practice in 2009 which led me to founding International Wealth Protection, LLC, in 2013, I spent more than twenty years building sales organizations, learning various jurisdictional tax and regulatory laws and helping to design and build customized life and health insurance solutions to address complex problems. I rolled up my sleeves and have flown over two million miles to sit with my clients and to take the time to listen and to build lasting relationships.