Meet our team

As District Manager and Lead Advisor, I oversee my team's performance, ensuring exceptional financial solutions are provided to each and every client. With a decade of strong leadership and wealth management under my belt, I specialize in guiding both clients and advisors toward long-term financial success.

As a Wealth & Business Solutions Strategist, I provide personalized strategies to help individuals and businesses grow and preserve wealth, with a focus on tax-free options. My approach is centered on achieving long-term financial security and independence for my clients.

As an Asset Optimization Specialist focused on tax mitigation, I'm dedicated to helping individuals and businesses enhance resource efficiency while reducing tax liabilities. By combining financial insights with innovative asset restructure techniques, I empower my clients to maximize profitability and achieve sustainable growth while keeping Uncle Sam in the rearview mirror.
 

With a passion for empowering small businesses, I specialize in B2B financial advising and insurance solutions, helping owners strategically manage risk and optimize their financial health. By leveraging my expertise and personalized approach, I guide companies toward sustainable growth and robust protection for their assets.