With over 25 years of experience in the financial and insurance industry, my pursuit has always been the protection of my clients’ assets and a strategy that ensures peace of mind. The reason is simple: we believe that preservation is the staple of achieving your ideal retirement and financial peace of mind. Before working in finance, I grew up traveling all over the world as a military child, eventually earning my degree and going on to becoming a proud military veteran myself. Being a diversified varsity athlete and serving in the U.S. Air Force taught me the value of hard work, then becoming a husband and father taught me the value of preservation and planning.
“You will always get what you want, IF, you will just help enough other people get what they want!”
-Zig Ziglar
Growing up around the world taught me the importance of perspective and security. After piloting a successful career in Fortune 250 companies and earning awards across various roles such as manager, small business consultant, and senior account executive; I decided that I could better serve the community by helping individuals manage their finances. I found that across all my experience, both personally and professionally, we are all connected by a similar goal: to realize a secure future free from worry and stress.