top of page

Welcome
Life Insurance and Annuities for families and business owners. Retirement planning, income planning and college planning
I help families and business owners leverage their money to grow wealth tax-free, retire tax-free, and protect what matters most. With over 10 years in financial services — from real estate to retirement planning — I design strategies that build real financial freedom: not hype, not guesswork, just smart, protected growth.
​
As an independent life insurance and retirement specialist, I’m not tied to one company or product. I create customized, tax-efficient plans that help clients keep more of what they earn, generate guaranteed income for life, and leave a lasting legacy.
​
Latest Blog Posts
bottom of page