Financial services professional with 30+ years of experience and an MBA in Accounting. Licensed in 12 states, specializing in Life, Health, Disability, Medicare Advantage/Supplements, Estate, and Retirement Planning. I provide tailored solutions to protect families nationwide, including Infinite Banking, empowering you to “Be Your Own Bank” and build lasting financial security.
This isn’t your typical retirement plan. It’s a smart, secure, and personalized approach designed to support your lifestyle now and into the future.