I help people protect what they’re building and create clarity in their financial lives.
I used to view insurance the same way many people do: complicated, intimidating, and something to avoid. That changed when I saw how strategic financial products can solve real problems — whether that’s mitigating taxes, equalizing an estate, creating liquidity, or simply protecting a family or business when it matters most. Today, I focus on making these strategies approachable, human, and tailored to the next generation of wealth builders.
If you’re interested in collaborating, exploring referral opportunities, or chatting about insurance, real estate, business, or wellness — I’d love to connect.