As a retired Air Force veteran with a background in logistics and contingency planning, I bring a mission-focused approach to helping individuals and business owners build secure financial futures. My military career instilled in me a deep commitment to strategic thinking, attention to detail, and service—all of which continue to guide my work in the financial and tax industries.
Following my military service, I transitioned into the civilian sector as a project manager, where I further honed my skills in planning, execution, and client-focused solutions.
Today, I serve as a Certified Tax Professional with a strong emphasis on tax strategy and advisory services for both individuals and businesses.
My areas of expertise include:
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Tax strategies and advising with a focus on minimizing liabilities and maximizing long-term savings
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Retirement planning, helping clients reduce taxes in retirement and structure income for peace of mind
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Group insurance solutions, including both health and life insurance for small businesses and individuals
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Estate planning and funeral trusts, ensuring families are protected through Medicaid-compliant asset protection strategies
I take pride in providing personalized, comprehensive financial solutions that align with my clients' goals. Whether you're preparing for retirement, seeking to protect your assets, or looking to reduce your tax burden, I am here to help you navigate the path with confidence and clarity.
Let's start building your financial future today. Schedule a free consultation and discover how the right strategy can make all the difference.
Licensing & Credentials
Services Offered
Tax Specialties
