I came into this business seven years ago while navigating a major life transition of my own. Coming out of a divorce in my mid-40s, I was suddenly facing the challenge of creating a new career path, rebuilding my financial future, and figuring out how to move forward with confidence.

That experience shaped everything about how I work today. I specialize in helping people who are 5 to 10 years from retirement , and others who are facing their own major life transitions, figure out how to turn uncertainty into clarity, and assets into reliable, predictable income.

One thing my clients quickly learn about me: I’m not a “salesperson.” I don’t believe in pressure, gimmicks, or pushing anyone into something they don’t fully understand. My approach is direct, open, and honest. I focus on education and clear communication because I believe you deserve to know exactly how your retirement plan works , not just be told what to do.

I run a full-service retirement income planning practice focused on helping clients move from the accumulation phase(growing wealth) into the distribution phase , where the goal becomes creating steady, guaranteed income that lasts as long as you do. My specialty is designing annuity and insurance-based income strategies that complement Social Security, pensions, and investment portfolios.

I’m licensed in multiple states and work with a wide range of highly rated carriers, which gives me the flexibility to create customized solutions based on your income needs, goals, and risk comfort. I’m also in the process of completing my Series 65 license, which will allow me to expand my services and serve clients as a fiduciary.

When I’m not working, you’ll find me enjoying time with my kids and their sports and activities, walking, diving into personal development, or finding the next great read or podcast that fuels both my life and my work.

If you’re approaching retirement  or facing a “what’s next” moment in your life  and want straight answers, real education, and a plan you fully understand, I’m here to help you build that.