I offer a comprehensive range of insurance and financial solutions designed to help individuals, families, and business owners meet their short- and long-term goals. My services include strategies for college funding, retirement planning, managing the costs of extended care, and creating sustainable lifetime income. I work closely with clients to fully analyze their needs and recommend personalized solutions that protect income and assets, build long-term wealth, and support financial security. I also specialize in business planning strategies such as buy-sell agreements and key person coverage, as well as estate and legacy planning to help clients prepare confidently for the future. My mission is simple: to empower my clients with education, thoughtful strategy, and confidence—so financial security becomes a reality, not just a goal. I am an Agent licensed to sell insurance through various other independent unaffiliated insurance companies.
