I work with incorporated professionals, entrepreneurs, and high-income earners who want to protect, grow, and transfer their wealth.

Most of my clients are established professionals and business owners earning six figures or more, but what matters most is having the desire to create an intentional wealth and legacy plan.

I take a private, pressure-free approach focused on your goals. I also collaborate with your legal and accounting team to ensure your entire financial plan is aligned.

I specialize in life insurance planning, tax-efficient wealth strategies, corporate estate transfer planning, and legacy creation for families and business owners.

No. While life insurance is a core tool, my work goes beyond that. I use a range of strategies to help you build and protect wealth in a way that fits your long-term goals.

It depends on your income, family needs, debt, and future goals. You can use my free calculator or book a session for a personalized revie

Absolutely. Many plans are available for newcomers, even without full medical history or long-term credit. Let’s talk about your options. Schedule a Free Call

The best way to start is with a private consultation. We’ll discuss your goals, review your current situation, and explore strategies to help you build a secure financial future.