Since 2017, I have dedicated my career to helping individuals and families achieve financial clarity, confidence, and long-term security. As a Financial Professional, I specialize in retirement planning, asset protection, and income strategies designed to safeguard what clients have worked so hard to build. With experience spanning over \$5M in assets under management, I provide tailored solutions in retirement income planning, annuities, Medicare guidance, risk analysis, and digital asset management. My approach combines financial expertise with a personal commitment to educating clients so they can make informed decisions without feeling pressured. I believe that wealth is more than numbers—it’s about peace of mind, legacy building, and the freedom to create the life you want. My mission is to simplify the complex, break down financial strategies into clear steps, and empower clients to feel confident about their money at every stage of life. Over the years, I’ve worked with professionals, retirees, families, and entrepreneurs, guiding them through critical milestones such as retirement transitions, rollovers, and income planning. In addition, I help clients explore modern opportunities for passive income and digital wealth creation to complement traditional financial strategies. Above all, I strive to build genuine, long-lasting relationships based on trust, integrity, and a shared vision for financial well-being.
