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Specialties
I am a Chartered Financial Consultant® (ChFC) and Senior Partner at Arrive Financial, specializing in retirement income strategies, estate planning, and life insurance.
I help individuals, families, and business owners create clear, confident plans to protect their wealth, reduce uncertainty, and retire on their terms. Before entering financial services, I spent 15 years building, scaling, and eventually selling a successful digital marketing company. That entrepreneurial background strengthened my strategic thinking, communication skills, and commitment to highly personalized client service, all of which I apply to every financial plan I help design. I have been happily married since 2006 and am a proud parent of two sons and a daughter. My family keeps my focus grounded in what truly matters: protecting loved ones, planning with intention, and building legacies that last. My mission is simple: help clients retire with confidence, safeguard what matters most, and build financial legacies that support generations to come.
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Always free for clients.
ChFC
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
I do not provide tax or legal advice. Individuals should consult with their CPA, tax advisor, or attorney regarding their specific tax or legal situation prior to implementing any strategy discussed.