As a financial professional with 18 years of experience – including managing multi-billion dollar budgets and financial plans for a private company—I understand the frustration of feeling lost in retirement planning.

My path began with my own struggle. Like many people, I was diligently saving but had no concrete plan for turning those savings into reliable income. Fed up with generic calculators and lack of personalized guidance, I decided to take matters into my own hands and learn comprehensive retirement strategies.

Now I help others take charge of their own retirements and I focus on protecting and growing wealth while ensuring clients never run out of income during retirement. Using a personalized process and proprietary Income Forecaster tool, I provide clarity that transforms financial anxiety into confidence.

Rather than relying on traditional “ride the market” approaches, I help you create guaranteed income streams, minimize taxes, and protect wealth from market volatility. I show you exactly how your money will work for you, creating a clear roadmap to retirement security.

My mission centers on three core principles:
– Solving real problems with practical solutions
– Creating personalized strategies tailored to each unique situation
– Providing peace of mind to truly enjoy retirement