Build Wealth with Purpose. Secure Your Legacy with Strategy.

Your financial future shouldn’t be left to chance. With a creative and strategic approach, I help individuals, families, and business owners design personalized financial plans that maximize growth, minimize risk, and create lasting impact. Whether you're starting your journey or optimizing your wealth, I bring a unique blend of financial expertise, leadership, and creativity to turn your goals into reality.

Soulja Boy, Jermain Dupri, myself and Nick Cannon

The Planning Process: Where Vision Meets Strategy

Your financial journey is more than just numbers—it’s about your dreams, your family, and the legacy you want to leave behind. My planning process is built on understanding what truly matters to you and crafting a strategy that not only grows your wealth but aligns with your deepest values and aspirations.

Every plan is designed with care, creativity, and precision, ensuring that whether you're securing your children's future, building a business, or preparing for retirement, your financial roadmap is tailored to bring peace of mind and lasting impact.

💡 What Sets My Approach Apart?
Deeply Personal Planning – I take the time to understand your unique goals, challenges, and vision.
Creative & Strategic Execution – Combining financial expertise with an innovative mindset to craft customized solutions.
Legacy-Driven Focus – Your wealth isn’t just about today—it’s about the generations to come.
Faith & Family at the Core – Financial planning isn’t just about money; it’s about building a life that honors your values.

This isn’t just about wealth—it’s about making sure your story, your hard work, and your purpose live on.

Close up of mother and father kissing baby's cheeks
  • Look at where you are today

    Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.

  • Identify where you want to go

    Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.

  • Put together range of options to get you there

    Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.

Here are my areas of expertise

As a financial advisor, my goal is to provide comprehensive, tailored solutions that help you build a secure, fulfilling future. My areas of expertise blend strategic planning, innovation, and personal care to ensure you reach your financial goals with confidence and clarity.

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4