Specialties
About Me
I am an insurance planning professional specializing in advanced protection and wealth transfer strategies for high-net-worth individuals and families.
I earned my Executive MBA in 2022 and obtained the Chartered Life Underwriter (CLU®) designation in 2026 through The American College of Financial Services. In my role at Sky Alpha Asset Advisors, I focus on designing tailored insurance solutions that integrate seamlessly with broader financial plans—addressing estate planning, asset protection, and long-term financial security. I take a disciplined, client-first approach and am committed to delivering strategic, customized guidance in an increasingly complex planning environment.
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Interests & Hobbies
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Credentials
CLU, EMBA
Chartered Designations
What do these credentials mean?
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Disclosures
This interactive experience is designed to help facilitate an introduction to a financial professional based on your stated preferences and planning needs. It is intended for informational purposes only and does not constitute financial, investment, or insurance advice, nor does it represent a recommendation of any specific strategy or advisor. As part of this process, we may utilize advanced technologies, including AI-driven tools and third-party platforms such as Couplr AI, to enhance the client matching experience. These tools assist in organizing and interpreting responses to better align prospective clients with appropriate advisory resources. Information you provide may be used to support this process and improve the overall experience. For additional details regarding how your information is collected, used, and safeguarded, please refer to our Privacy Policy. All planning strategies and advisory relationships are developed through direct consultation with a licensed professional and are subject to further review, analysis, and customization based on your specific financial circumstances.