As a husband, father, and business owner, I understand that financial decisions are about more than numbers. They’re about the people you love, the life you’re building, and the future you want to create.

Before beginning my career in financial services in 2019, I spent seven years as a business owner. That experience gave me a firsthand understanding of the responsibility that comes with building something of your own. Today, I bring that perspective to helping clients protect what matters most and prepare for what comes next.

My approach starts with listening. I want to understand your priorities, answer your questions, and help you explore options that fit your needs. Whether you’re protecting your family’s income, preparing for college expenses, saving for retirement, or considering the needs of an aging parent, our conversations begin with what matters to you.

I hold a bachelor’s degree in finance and have qualified for the Million Dollar Round Table (MDRT) for five consecutive years 2021 - 2025². Beyond my professional background, I believe strong relationships are built on trust, clear communication, and a commitment to understanding each client’s circumstances.

My goal is to provide thoughtful guidance and attentive service as your life and priorities evolve. Whatever your starting point, you deserve to feel heard, informed, and supported as you make decisions about your future.

I’d welcome the opportunity to learn about your goals and discuss how I can help.