I’ve spent my career helping people grow, solve problems, and make better long term decisions. After nearly 30 years in Silicon Valley marketing, sales leadership, and partnership development, I transitioned into financial services, where I now help families, business owners, and professionals better understand their options around retirement, protection, Medicare, and financial stability through the Miliare Group, backed by Transamerica.
My approach is education first. I focus on helping people understand what they have, where they may be exposed, and what opportunities may exist to improve their situation, always without pressure or obligation.
Clients often tell me they appreciate that I explain things clearly, stay accessible, and genuinely care about helping them make thoughtful decisions. Outside of work, I value family, long term relationships, mentorship, and helping people create more security and opportunity for themselves and the people they care about most.
