Principal of Ward & Connolly, a provider of life insurance consulting and sales services

38 years of experience in estate, business, and life insurance planning  

Former principal in the firm of Kientz & Company and was responsible for the financial services division

Former national specialist with Alexander & Alexander  Conducts seminars for banks and accounting firms

Regular speaker at the Ohio Society of CPA’s Annual Tax Practitioner Conference

Master of Arts degree from The Ohio State University

Accredited as a CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant)

Approved provider of Continuing Education in estate planning, business succession planning and insurance planning to both the Ohio Society of CPA’s and the Ohio Bar Association