Tailored financial planning and investment strategies to meet your unique needs.
I am passionate about empowering individuals to take control of their financial futures and making financial education accessible to all. Did you know that nearly 70% of Americans have never met with a financial professional? My mission is to change that. As a financial professional, I specialize in 401(k), IRA, and TSP rollovers, creating lifetime retirement income streams, and offering comprehensive life insurance solutions. I also focus on building supplemental income through tax-friendly accounts to help clients prepare for a secure financial future.
In addition to retirement planning, I provide services in long-term care, final expense planning, estate planning, college planning, and small business insurance. My goal is to offer a holistic approach to financial well-being, addressing both short-term and long-term needs.
I bring a unique perspective to financial planning, having earned my education in biotechnology from George Washington University and Southern Illinois University. This background has honed my skills in problem-solving, innovation, and analytical thinking—traits I apply daily in creating tailored financial strategies for my clients.
In 2024, I launched my financial services firm in partnership with a respected Los Angeles-based brokerage. With nearly 20 years of experience and over 30,000 families protected, I partner with top financial institutions, including Nationwide, Fidelity, Transamerica, Prudential, Athene, and Pacific Life, to deliver effective solutions.
I believe in transparency and the power of education, which is why I offer my services with no upfront fees. Whether you need expert guidance or just want to learn more about managing your wealth, I’m here to help.
Please feel free to reach out with any questions or for a no-cost consultation. I'm here to help you build a secure financial future.