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Specialties
My life and career have followed two distinct but closely connected paths.
I first served in Christian ministry as a foreign missionary in Southeast Asia and later as a senior pastor in New Jersey. When my family needed a caregiver, I stepped away from full-time ministry and entered the financial profession. To me, the purpose remained the same: caring for people and helping them through important life decisions. Today, I help individuals and families build a “retirement for life,” protect the people they love, prepare for the unexpected, and create a meaningful legacy. As a former business owner, I also help employers strengthen their businesses through financial strategies and quality employee benefits. My financial knowledge is supported by decades of practical experience. I have not only studied financial principles; I have lived and applied them. My goal is to bring compassion, understanding, and sound guidance to every client relationship.
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Always free for clients.
ChFC
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
My record is clean and there are no disclosures or disclaimers I need to make.