Expertise You Can Trust.
A Legacy You Can Depend On.

My Story

More Than Just Insurance—It's About People.

My journey into the world of financial security didn't start in a boardroom. It started with a realization: most families work incredibly hard to build a life, but very few have a plan to keep it. I saw firsthand how a lack of proper planning could devastate families overnight, and I decided then that I would be the bridge between uncertainty and security.

For over 15 years, I've had the privilege of sitting across the table from thousands of families, business owners, and retirees. Each story is different, but the goal is always the same—peace of mind. I don't believe in "one-size-fits-all" policies. I believe in meticulous strategy, tax-efficient legacy building, and being a steward for my clients' futures.

A Philosophy of Education

I view my role as an educator first and an advisor second. My clients aren't just "buying a policy"; they are implementing a strategy. Whether we are discussing the Infinite Banking concept or structuring a complex estate trust using the Rockefeller Method, my promise is absolute transparency and deep expertise.