Helping people is my passion. My career path began in medicine, and now I consider myself fortunate to be able to help people both in medicine and finance.

I love hearing stories from our team of how they guided a client away from a potentially disastrous policy they weren’t fully educated on. I’m immensely proud of the work we do in helping people truly understand their options, and guide them towards the right solution.

When I’m not at work you can find me spending time with my family, working on house/yard projects, and building furniture.