About Us

With over a decade of experience, I have been fortunate to help thousands of people from coast to coast become educated on the most relevant retirement planning strategies. My experience has enabled me to make regular ongoing national/local television appearances on all major networks and to be a nationally syndicated published author and contributor. I make it my priority to deliver beyond my client's expectations by helping them strategize the best solutions based on their needs. My clients have peace of mind knowing that their families and businesses will be financially sound in the event life throws a catastrophic curveball. 

My dedication and passion has enabled me to build a nationally recognized business and for me to be a part of the Million Dollar Round Table (MDRT) – an international organization consisting of the top percent of licensed financial professionals in the United States. As a part of my ever-growing financial education, I serve as a local board member for the Society of Financial Services Professionals (FSP). With more than 80 years of history, FSP members are licensed professionals who must have or are actively pursuing a professional credential (designation). My current designations include: CFF-Certified Financial Fiduciary® LACP-Life and Annuity Certified Professional, and NSSA (National Social Security Advisor) Certificate Holder.