CanaryCo

My Journey
Born and raised right here in the Mid-Ohio Valley in Reno, and graduating from Marietta High School, I am delighted to be back home again. Having spent half my life in Ohio and half in West Virginia, I am a true fan of both the "eyes" and "eers"–the Ohio State Buckeyes and the WV Mountaineers!
While never regretting 25 great years in college administration, working with students dedicated to a life of service, it was time for a career change. Observing graduates in careers and ministries worldwide with no means or plan for their financial futures, and others retiring with nothing but a Social Security check, I wanted to do something to make a difference.
Being heavily recruited by two major financial companies and completing their training, I just could not enlist with either. Two philosophies prevailed I found difficult to accept: one–offer your clients primarily the products that make you (the agent) the most commission; and two–everyone needs to diversity their hard-earned nest egg into unsafe financial products, where they could lose either some or all of it!
Not being one who could sleep at night knowing a dime of my clients’ money could be at risk, I soon thereafter learned about the awesome financial products I now am privileged to offer. It was a no-brain-er and I've been doing it exuberantly ever since.
Having clientele from an array of professions (both still working and retired), who are thrilled with how we've been able to protect and grow their resources, has been more rewarding than I could ever have imagined.
What I now anticipate, is the honor of sitting down with you to see how we can maximize your Social Security and position your money, so it will sustain you in the days ahead.