Specialties
About Me
I believe every financial story starts long before the numbers.
It starts with a person: their experiences, the people they love, what they have worked for, and the reasons behind the life they are building. As a Partner at The Top Minds, I focus on individuals and families over 40, a stage when success often comes with greater responsibility and a deeper understanding of what truly matters. I have completed the requirements for the Chartered Life Underwriter® (CLU®) program through The American College of Financial Services. My approach is simple: Mind. Money. Risk. Mind: Who are you today? What drives your decisions? What does “enough” mean at this stage of your life? Money: What have you built, and what do you want those resources to make possible for you and the people you love? Risk: What could disrupt that life and what are you no longer willing to leave unprotected? My work combines an education-first approach with insights from behavioral finance and a focus on life insurance, living benefits, long-term care, retirement income protection, wealth preservation, and legacy planning. Because financial protection is not simply about protecting money. It is about understanding the person, the reasons behind the life they have built, and protecting what makes that life meaningful. Know yourself. Know your risks. Protect what matters.
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Interests & Hobbies
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Credentials
CLU
Chartered Designations
What do these credentials mean?
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Disclosures
I am a licensed life insurance agent. Insurance products and services are offered in states where I am appropriately licensed and are subject to eligibility, underwriting, policy terms, product availability, and applicable state regulations. I may receive commissions or other compensation from the sale of insurance products. Educational, behavioral finance, and coaching-related discussions are intended to help individuals explore their priorities, behaviors, risks, and available options. They are not intended as legal, tax, investment, psychological, or financial planning advice. I do not provide investment, legal, or tax advice. Clients should consult the appropriate qualified professionals when those services are needed. Insurance products involve limitations and exclusions, and no strategy can eliminate all financial risk. Any guarantees are subject to the terms of the applicable policy and the claims-paying ability of the issuing insurance company.