About Me
Retirement Income Planner and Proud Partner with JBP Group since 2020, addressing retirement education gaps with client-first strategies. Previously at Saybrus Partners (2015-2022), specialized in tax-optimized wealth transfer and succession planning for high-net-worth clients. Earlier, built Securian Financial’s Oregon/SW Washington agency (2000-2015), mentoring advisors in life insurance and retirement solutions. 25+ years refining unbiased, education-driven approaches to secure generational legacies
Areas of Service:
- California
- Oregon
- Washington
- Virginia
JBP Group
We know that a comfortable retirement doesn’t just happen – It takes planning and long-term support from a trusted advisor. That’s why, along with our powerful algorithms and insightful forecasting tools, our Retirement Income Experts partner with the world’s best investors and advisors to help fulfill your dreams and allow you access to the same returns as the wealthiest of people.