Jim Rohn, the renowned business philosopher and author, once said, “The legacy we leave is part of the ongoing foundations of life. Those who came before leave us the world we live in. Those who will come after will have only what we leave them.”
Legacy is built through intention and preparation.
As an endurance athlete, I’ve competed in over 100 triathlons, five Ironman races, 25 marathons, and numerous road racing events. I stay active to challenge myself—to face the mountain, as I like to say. That same discipline and resilience drive my work as a financial advisor, where I dedicate my purpose to helping clients reduce risk exposure and secure their financial future.
Life’s unpredictability became deeply personal when I lost my son to leukemia. I was sidelined for nearly 18 months, and the impact on my retirement plans was profound. It was then that I truly understood the value of life insurance—not just as a policy, but as a foundation of financial security.
As a third-generation professional in life insurance, I help clients prepare for life’s uncertainties. A well-structured risk management plan can do more than protect—it can build wealth, defer taxes, distribute an estate effectively, and magnify a legacy.
Insurance isn’t just about protection; it’s an integrated tax and estate planning tool that helps individuals and business owners secure their future while creating a lasting impact. My passion lies in educating and guiding clients to make informed decisions—ensuring that their wealth continues to support, protect, and inspire generations to come
Life is perfectly imperfect, but with the right financial strategy, you can take control of your investments and safeguard what matters most. This is true empowerment, and I am here to guide you on that journey.
