I specialize in helping individuals and families navigate important — and often confusing — financial decisions, including Medicare guidance, retirement income planning, life insurance, annuities, and long-term care planning.
With nearly two decades in financial services, I take a thoughtful, education-first approach, focusing on clear explanations and practical guidance so people can make confident decisions without feeling rushed or pressured. I believe trust is built through listening, transparency, and follow-through, and I take that responsibility seriously.
Many of my clients come to me through referrals, which I consider the highest compliment and a reflection of the long-term relationships I aim to build within the community.