Building Confidence, One Financial Step at a Time

I am a seasoned and trusted Financial Services Professional dedicated to helping individuals, families, and business owners navigate the complexities of their financial seasons. This includes life protection and understanding retirement account rollovers such as 401(k), Thrift Savings Plan (TSP), and Individual Retirement Accounts (IRA).

When considering rolling over the proceeds from your retirement plan to another tax-qualified vehicle, note that you have options, including leaving the funds in your existing plan, or rolling it over to a new employer’s plan. Depending on the option you select, there may be fees, expenses, and taxes upon withdrawal. Please consult a tax advisor before withdrawing funds.

My expertise lies in guiding clients through critical transitions—from employer-sponsored retirement plans to personalized strategies that align with long-term goals, whether for personal security or business continuity.

I offer a wide range of solutions designed to address both personal and business needs, including college funding, retirement planning, managing costs for extended care, lifetime income strategies, and protection strategies to help safeguard what matters most. For business owners, I also provide guidance in succession strategies, key person insurance, and employee benefits programs to help strengthen and protect their businesses.

Please contact me to help you fully analyze your needs and recommend appropriate solutions.

I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company.

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

I am not licensed in all jurisdictions.

CA ins lic #4262598.