With a unique blend of experience in financial services, healthcare, education, and real estate, I bring a well-rounded and practical approach to helping clients pursue their financial goals. My journey has been shaped by 20 years of honorable U.S. military service, a Bachelor of Science in Biology, and professional roles that have allowed me to serve and guide people in many aspects of life. Today, I channel that dedication and discipline into helping individuals, families, and business owners protect their futures and aim to build lasting wealth.
I believe that financial guidance is more than just numbers; it’s about understanding your values, dreams, and challenges, and then creating a plan that works for you. I specialize in life insurance solutions, retirement planning, and wealth protection strategies, with a strong focus on Indexed Universal Life (IUL) products. My background in real estate investment and development also gives me a unique perspective on building wealth through property acquisition, rehabilitation, and portfolio growth. Whether you are planning for retirement, protecting your family, or exploring real estate opportunities, my approach is centered on listening first, building trust, and tailoring strategies to your unique needs.
My credentials include being a licensed Life and Health Insurance Agent, an EMT, and a Licensed Massage Therapist. Beyond my professional qualifications, my most valuable asset is my ability to connect with people and make complex concepts clear, approachable, and actionable.
Outside of work, I find joy in traveling, discovering new cultures, and spending time with my family. I am deeply passionate about real estate development and rehabilitation projects, seeing the potential in every property and transforming it into something valuable is both exciting and fulfilling. I also enjoy mentoring and engaging in community service, continuing my lifelong commitment to making a positive impact wherever I go.