After retiring from the U.S. Coast Guard following more than 20 years of service, I chose a new mission: helping people feel more informed, prepared, and confident about their financial future.
One thing I’ve learned is that financial challenges don’t discriminate. Whether you’re just starting out, raising a family, building a business, preparing for retirement, or already financially successful, there’s always value in understanding where you stand and whether your current strategy supports where you want to go.
My decision to pursue this work became even more personal after losing a family member to cancer. It was a powerful reminder that life can change without warning. We can’t predict what’s ahead, but we can take steps to be better prepared for it.
How I help: I provide complimentary, no-obligation financial consultations for individuals, families, and business owners at all stages of their financial journey. Together, we focus on six key areas:
Cash Flow
Emergency Savings
Debt Management
Proper Protection
BuildingWealth
Preserving Wealth
I believe financial education should be accessible to everyone. You don’t need to have a certain income, amount of savings, or level of financial knowledge to benefit from having a strategy.
My role is to help you understand your current financial picture, uncover opportunities, explain your options in plain language, and create a strategy built around your life, your priorities, and your goals.
The uniform may be gone, but my commitment to serving others hasn’t changed. Wherever you are financially today, we can start there.
