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I believe financial planning should be simple, transparent, and always in your best interest. With extensive experience working with those in the top tax bracket, I am a true fiduciary that specializes in helping high-earning executives build custom retirement cash flow and investment strategies. I have successfully helped thousands of senior executives from IBM, AT&T, Disney, Microsoft, Volvo, 3M, Delta, L3Harris, Lockheed Martin, General Electric, Echostar, Hughes, Roper, Exxon, Shell, Amazon, Pfizer, PepsiCo,Travelers, Johnson &Johnson and Jabil plan and transition into retirement. I have been the featured speaker on seminar topics including: Deferred Compensation Long Term Incentive Planning Estate Planning Tax Efficient Investing Strategies Behavioral Science of Investing in an Election Annuities role in Income Planning If you want retirement and investment advice that’s personal, clear, and focused on your long-term goals, let’s connect.
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Profile last updated: 02/23/2026
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