Licensed Financial Professional | Retirement & Financial Strategy Advisor | U.S. Navy Veteran

I did not enter the financial services industry by chance—I was driven by a moment I never want another family to experience. After losing my stepfather, who had outlived his term life insurance, I witnessed my mother navigate profound loss without a financial safety net. That experience became my mission: to educate and protect families before life forces the conversation.

I am a U.S. Navy veteran and a retired Data Analyst and Strategic Planner for the Veterans Healthcare Administration. I hold a Master’s degree in Analytics and a Lean Six Sigma Black Belt certification. My professional background is rooted in solving complex problems—leading enterprise-level initiatives that reduced costs, improved efficiency, and enhanced decision-making at scale. I bring that same level of rigor and discipline to retirement and financial strategy.

I specialize in serving pre-retirees, federal employees, transitioning military personnel, and small business owners—helping them address the questions that matter most:

• How can I create tax-free retirement income?
• How can I protect my family?
• How can I provide better benefits to my employees?
• What strategies can help me retain talent and reduce turnover?

My approach is education-first. I empower individuals to gain clarity and confidence before making financial decisions.