Focused on Strategy, Not Sales

As an Independent Insurance Broker that work‘s with A+ rated insurance carriers.

I specialize in helping individuals and families understand how Indexed Universal Life Insurance and Annuities can be used as part of a broader, well-designed retirement strategy.

My approach is education-driven and personalized — because no two financial situations are the same.

Rather than leading with products, I focus on:

• Your long-term goals
• Risk tolerance
• Tax efficiency
• Income sustainability

My role is to simplify complex concepts, provide clarity, and help you make informed decisions with confidence.