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Retirement Income & Life Insurance Specialist
The Annuity Desk LLC
I help pre-retirees turn their savings into guaranteed income they can't outlive and protect their families with the right life insurance.
Most people I work with have spent 30+ years building something — savings, a home, a family. The question they bring me isn't "how do I get rich?" It's "how do I make sure I don't lose this?" That's the work I love. I specialize in fixed index annuities and life insurance — strategies that protect principal, create income you can't outlive, and make sure the people you love are taken care of no matter what. I've been in this business long enough to know the difference between a product pitch and a plan. I host the Insurance Insiders podcast, co-host a financial radio show focused on retirement income, and wrote Do More Now, Get Better Later. Outside of work, I'm a dad, a marathon runner, and someone who believes the best plans are simple, honest, and built around what actually matters to you.
Experience
15 years
Firm Size
large
Firm
The Annuity Desk LLC
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Profile last updated: 04/24/2026
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