video
7 Events That Increase Your Need for Life Insurance
Watch now
Empowering Millennial & Tech Professionals to Maximize Equity, Minimize Taxes, and Achieve Financial Independence Sooner
I am dedicated to empowering individuals by providing expert advice, tailored strategies, and a holistic approach that enables them to transcend challenges and achieve their financial aspirations. My goal is to lead my clients towards a life of abundance, security, and true prosperity.
I am passionate about financial empowerment, and work with clients that are attorney's, sales professionals, and business owners. Financial planning is critical for people at all stages of life.
I have gained vast experience in retirement planning, risk management, employee benefits and other areas of financial planning. I am passionate about philanthropy and committed to community service by serving in different leadership roles with non-profit organizations.
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4