Every individual, business, and family have goals and I am passionate about facilitating clients in reaching them. I was born with a heart driven by adventure and find that life’s greatest adventure is often found in pursing those very goals. Whether a client is looking for advice and guidance regarding retirement preparation, eliminating debt, banking, employee benefits or other insurance and pro
tection concepts, I truly work to guide and educate each individual striving to make complex conversation simple to understand. I bring years of knowledge and experience that not only is able to educate but also guide clients to making decisions that lead them to outcomes serving their best interests. I have a special interest in serving the medical community with ample experience among doctors, dentists, private practice owners, surgery centers as well as one on one with nurses and medical executives. In 2008, I was working in property management and as the economy began to change, I saw the opportunity to create a better life for my family. I found, that due to the many facets of financial services and insurance among the multitude of needs found within them, I was able to not only help the very families and businesses I strived to connect with, but also found unlimited opportunity to serve people. I use a proven system of educating others on balancing their budget to minimize exposure to financial risk, while protecting their retirement assets as well as leveraging the income they already have. I specialize in a focus of tax-free retirement and banking concepts and am proud to have assisted countless clients in eliminating debt in as little as 5-7 years, teaching people how to build wealth though their own debts and expenses. Among my efforts to help businesses and executives minimize exposure to financial risk, I work to help businesses with their employee sponsored 401K plans. An unknowing 67% of 401k plans are not ERSA and DOL compliant leaving risk to not only the employer but the employees as well. Whether I am guiding business owners by providing complex planning, assisting individuals in protecting their retirement income with the utilization of a well-rounded insurance and investment portfolio, or I am helping business owners offer ancillary and supplemental benefits to employees who would otherwise not be able to afford them, the heart of my work is found in my drive to help every client achieve their goals. From my first year in the industry, I have risen as a leader and my drive, compassion and integrity allows me to remain in top producing ranks. I have been recognized as a top producer not only regionally but nationally as well. While this recognition is appreciated, the true reward of my hard work is found in the time I am able to spend traveling with my family, providing my children with experiences that are shaping them into strong adventure seekers that value goals and will grow them into individuals and professionals that can identify a goal, pursue it, and achieve it. Just as I pour my passion into my family, I have a heart to give, and seek opportunities to grow adventurous achievers through my work.
