At NFI Solutions, we bring our knowledge to work for you. We will always strive to provide the best service and business support possible. It is our goal to exceed your expectations with our wide range of case design and client branding services. Whether you need a professional team to take over your task or help with learning the basics of today’s innovative technologies, at NFI we can help you succeed by showing you how to get better, faster results.

I was licensed and trained as a Financial Planner in 1995. I sold my first Indexed Annuity in 1997. I transitioned to the wholesale side of the business in 1998. I have worked at 7 different IMO/FMO's and operated my own AFMO for 9 years. I was part of a committee that launched the first FIA Income Rider. In 2018 a spreadsheet program I wrote was recognized by members of the S&P 500 and it was suggested that I turn this spreadsheet into a business so agents would have access to the data the spreadsheet produced. In 2019 I opened the Index Resource Center.