Wayne is the founder of our firm. In 1978, Wayne entered the insurance business and in 1985 the investment business. His broad-based experience allows him to understand the complexities of our financial world and properly direct his clients towards financial independence. His goals are to help reduce your cost of insurance and increase your return on investment, while minimizing risk.
Wayne is a licensed insurance broker*, focused in the areas of health, life, disability, long term care insurance, and fixed annuities. He is also a registered principal for securities, allowing him to balance your needs for stocks, bonds, mutual funds, variable life & annuities, as well as providing financial advisory services. His primary focus is overall retirement planning... to help his clients become "financially independent".
Finally, Wayne is a member of the following industry associations.
National Association of Health Underwriters
National Association of Life Underwriters
International Association of Financial Planners
Estate Planning Specialists
TEAM Referral Network
La Verne Chamber of Commerce
Wayne has coined the phrase (and firmly believes)... "Everything's funny, when you've got money."
* Insurance products and services offered through Solutions Insurance & Financial Services. Solutions Insurance & Financial Services is not a subsidiary of nor controlled Cetera Wealth Partners.