I’ve been in the insurance and banking industry since 2006, beginning my career as a banker before transitioning into financial services. Over the years, I’ve developed a passion for helping individuals and families secure their financial futures. Today, I specialize in asset preservation and wealth distribution strategies for those approaching and living in retirement.

As a Retirement Income Certified Professional (RICP®) and a wealth manager bound by a fiduciary standard, I am committed to always acting in my clients’ best interests. My focus is on helping clients create sustainable retirement income, optimize Social Security benefits, and implement tax-efficient strategies that support their long-term financial goals.

This commitment is deeply rooted in the values I learned from my father, a high school teacher who instilled in me the importance of helping others. My own family’s experiences with retirement planning further strengthened my dedication to this work. Supporting clients as they prepare for a comfortable and secure future is truly a passion of mine.

Owning my own business has long been a dream, and it allows me to provide personalized and thoughtful guidance to every client I serve. Outside the office, I enjoy spending time with my wife, Peggy, our sons, Zach and Matthew, and our dog, Cinder. Whether attending sporting events, taking road trips, fishing, or relaxing by a fire pit, I value the moments spent with family and friends. Cooking is another way I unwind and create meaningful experiences with those I care about.