With over 25 years in the financial services industry, I specialize in helping individuals prepare for retirement with confidence, clarity, and peace of mind. My practice centers on customized strategies that include fixed and variable annuities, life insurance, long-term care and disability insurance—all designed to protect what matters most and deliver guaranteed income throughout retirement. I am also highly specialized in Medicare and Medicare Advantage plans, and have a deep passion for helping seniors navigate the complexities of their healthcare options. My clients know me as a trusted, lifelong advisor who brings calm to complexity and clarity to financial decision-making. I take pride in simplifying the technical and creating solutions that are easy to understand and aligned with each client’s long-term goals. Whether advising individuals, families, or small business owners, I lead with education, transparency, and a genuine commitment to building lasting relationships. Outside of work, I stay engaged in community initiatives and enjoy mentoring others who are equally passionate about financial and retirement planning.
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