I am a dedicated personal financial fitness coach serving the unique needs of my community. My mission is simple: protection-first planning to create generational wealth. I specialize in helping busy individuals and entrepreneurs like you to protect, preserve and grow your wealth by placing a financial safety net and a firm foundation of security into your portfolio. I help you to focus and prioritize your future by securing your lifestyle for your families while you build your businesses. I am a a well-rounded, seasoned veteran with advanced knowledge of financial products and lifetime income preservation solutions. 

I am committed to helping my clients secure their financial future through comprehensive insurance and risk management solutions. With a strong focus on successful retirement planning, I collaborate with trusted investment partners to achieve growth while hedging against financial risks. My most recent 7 years with New York Life Insurance company taught me the value and benefits of crafting a strong financial foundation. I work closely with clients to assess their needs and provide personalized insurance and financial solutions. I have a genuine passion for guiding clients towards financial security and I bring a wealth of expertise to every interaction.

Experience and Expertise: With 14 years experience in the financial industry; I have developed a deep understanding of the diverse needs and aspirations of my clients. I help mitigate their financial risks to  protect and preserve their income during their working lives so that they can build wealth and enjoy their best retirement lifestyle. I tailor solutions that align with each client's unique circumstance. I coordinate and collaborate with my network of Expert Financial Advisors to guarantee their success. 

Client-Centric Approach: I believe that every individual's financial journey is unique. I take a client-centric approach, taking the time to listen and understand my clients' aspirations, concerns, and dreams. By building strong relationships based on trust and communication, I am able to craft personalized strategies that address immediate risks while also laying the foundation for long-term financial success.

Comprehensive Solutions: Whether clients are seeking protection for their loved ones through life insurance, planning for a comfortable retirement, or looking to grow their wealth, I offer a comprehensive range of solutions. I specialize in helping clients navigate the complexities of life insurance. I am licensed & certified to produce Term, Whole life, Disability, Long term care and Annuities with a wide range of carriers in multiple states.  This diversity allows me to cater to a broad spectrum of financial needs.

Education and Empowerment: Financial literacy is at the core of my practice. I am dedicated to educating my clients about the various options available to them, breaking down complex concepts into understandable terms. By empowering my clients with knowledge, I enable them to make informed decisions that align with their goals and values.

Commitment to Excellence: My consulting partners and I are committed to serving you with integrity and insuring that you choose the best carrier for your situation. And our business is governed by FINRA's Best Interest Rule. We will not recommend any solutions or products that are not in our client's best interest. 

Community Engagement: Beyond my professional role, I am an active member in my cultural  community.  I believe in giving back and strive to make a positive impact through local initiatives and volunteer work. This commitment to community strengthens my understanding of the unique challenges and opportunities that my clients face.

Personal Enrichment: Outside of my professional endeavors, I enjoy cooking and spending time with my family who enrich my life and keep me motivated. These pursuits contribute to my holistic approach to understanding and connecting with clients on a deeper level. 

I am deeply dedicated to helping clients achieve their financial goals and secure their future with confidence. If you're seeking a partner who combines expertise with a genuine commitment to your well-being, I am here to guide you every step of the way. Let's embark on a journey toward financial security and peace of mind together!