Overview
I’m a firm believer that it’s not how much money you make, it’s how much money you keep. My greatest superpower is making complex topics simple and understandable for my clients, which in turn allows them to make great decisions with their wealth using a process that makes implementation easy and straightforward.
Questions & Answers
What drew you to your career path?
At first it was a family story close to home whereby a young husband died suddenly and left his wife and two young children without a husband and father. Life insurance was in place, which ensured their subsequent financial security. Their story was so compelling that I pivoted to a career in insurance and estate planning and I haven't looked back.
Share a career accomplishment that you are particularly proud of?
Helpings hundreds of families to protect and grow their wealth…and saving millions of tax dollars for my clients along the way.
What is something that is on your bucket list?
Bucket list item number one is taking my wife on a trip to Italy. Number two is taking my family to Costa Rica to explore the jungle. Number three is seeing a blue whale in real life.
