Through the Independent Accountants’ Financial Group (“IAFG”) , we received feedback from many clients that they wanted unbiased advice and information to help them with their insurance needs. They wanted advice that was not motivated by selling a product but rather, information in an easy to understand client first perspective.
Independent Accountants’ Life Insurance Agency Inc. was created specifically to meet this need. IALIA works with clients of our member Accounting firms to assist them in their life insurance needs with a goal to provide independent advice that integrates with Accounting, investments and financial plan. We put our clients first.
VP of Life Insurance and Living Benefits
My goal is to bring my experience and knowledge on life insurance and living benefits to you by offering unbiased and professional advice. I want to give you the straight goods on insurance.
No sales talk.
A Little About Me
Prior to joining IALIA, I spent 25 years with a large international insurance provider, predominately working with advisors to support their insurance needs. In my most recent role, I worked closely with investment-focused advisors helping them incorporate insurance into their advisory practices.
We provide financial planning services catered to you. Learn more:
Board of Directors
CFP, CIM, FCSI
IAIC INVESTMENT MANAGEMENT
Integrating Accounting, Financial Planning & Investment Management.
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Redefining our client relationships by providing intergrated wealth management solutions.