Before I entered financial services, I spent my career in technology — a field that taught me to break complex systems into clear, manageable pieces. When I made the move into financial services, I brought that same mindset with me: no jargon, no black boxes, just straightforward explanations of how things work and why they matter.
My approach starts with listening. Before we ever talk about products, I want to understand what matters to you — your family, your vision for retirement, and the legacy you want to leave. From there, my job is to educate, not pressure, so every decision you make is one you fully understand and feel good about.
I work primarily with people 50 and older who are thinking seriously about retirement income, long-term care, and what they'll pass on to the next generation — though my door is open to anyone who wants a thoughtful conversation about protecting their financial future. As a licensed insurance professional holding the RSSA, CF2, and LTCP designations, I'm licensed in 20 states, and I'd be honored to help you plan for what's ahead.
Who do you typically work with?
Most of my clients are 50 or older and thinking seriously about retirement income, long-term care, and legacy planning — but I'm happy to talk with anyone who wants to plan ahead. If I'm not the right fit for your situation, I'll tell you.
What happens in a first consultation?
We talk. I'll ask about your goals, your family, and what's on your mind — and answer your questions in plain language. There's no obligation and nothing you need to bring; it's simply a conversation to see how I can help.
What is an annuity?
An annuity is a contract with an insurance company that can turn a portion of your savings into a stream of income — often for life. There are several types, each with different features and trade-offs, and I'll walk you through whether one fits your goals.
Why plan for long-term care now?
The earlier you plan, the more options you typically have. Long-term care insurance is designed to help cover the cost of care so those expenses don't fall entirely on your savings or your family.
What is legacy and estate planning insurance?
These are life insurance–based strategies that help you pass on what you've built to the people and causes you care about. I work alongside your attorney and tax professional — I don't provide legal or tax advice.
Which states are you licensed in?
I'm a licensed insurance professional in 20 states: Alabama, Arizona, Arkansas, California, Florida, Georgia, Indiana, Kentucky, Maryland, Michigan, New Jersey, New Mexico, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and West Virginia.