For nearly 15 years, I’ve been building relationships and talking to clients about wealth accumulation and long-term investing, retirement planning, retirement income management, insuring and protecting financial assets, and small business benefits. I work to bring real-world experience to these financial conversations, having obtained my first insurance license when I was just 18, and having been a small business owner myself for more than a decade.
Honestly, financial topics can be boring. I enjoy making them interesting. And helping people become more confident in their financial conversations...ultimately, more confident in their financial decisions.
I’m married and have four children. We spend our spare time chasing kids and dogs.