I am a dedicated financial estate planner with a background in financial services. Before embarking on my career in finance as an estate planner, I served in the United States Coast Guard as a firefighter, where I developed a strong sense of discipline, leadership, and commitment to helping others. My experience in high-pressure situations has equipped me with the skills to navigate complex financial landscapes and provide my clients with sound, strategic advice.

After my tenure in the Coast Guard, I transitioned into the real estate industry, where I spent 20 years building a successful career. This experience provided me with a deep understanding of property markets, investment opportunities, and financial planning related to real estate. Driven by a passion for helping individuals and families achieve their financial goals, I then moved into the financial sector with a dedicated focus in estate planning.

With a comprehensive understanding of financial planning, investment strategies, and risk management, I take a personalized approach to each client's needs, ensuring they are well-prepared for their financial future. My unique combination of military discipline, real estate expertise, and financial background makes me a trusted financial service advocate who is dedicated to guiding my clients towards financial security and success. Whether you're planning for retirement, investing for the future, managing your wealth, or protecting your loved ones, I am committed to providing exceptional service and tailored financial solutions.