About Me

I am a long time volunteer supporting organizations that service our communities, a parent of a busy household, and a basketball / soccer fan and an investment enthusiast. My family is my universal to connect with. I understand the impact of not being able to afford necessities for your self or for your family and having to make tough decisions due to budget or other issues. As a professional , parent and community member, I know that your family, career and life goals are important to you. My goal is to ensure that you have the best strategies in place for now, and long term success whether you're an individual, family or business.

My Experience

My experience is fund raising, merger & acquisition transaction, going public, business expansion, corporate and individual/family financial planning. I'm a life, health and wealth advisor servicing clients that are individuals , family and businesses with insurance, health and wealth needs. I specialize in custom solutions for small business and startup as well as non profit organizations. With over 20 years experiences of servicing business owners and high net worth families/individuals, I understand issues that impact you at home and work. I provide customized solutions for both short and long term needs to protect your family, business and estate. Every client is equally important to me and I committed recommending what is best for my client's individual and unique needs.