Howdy!

Thanks for stopping by to see who’s behind all this retirement-planning talk.

First thing to know: I’m a former U.S. Marine. That means I’m blunt, direct, and allergic to fluff — but I also bring a big dose of kindness and compassion. I don’t dwell on where you’ve been; I’m focused on getting you to the best destination possible.

Second thing: I didn’t get into this business to wear a suit and toss around phrases like “holistic planning solutions.” I got into it because I watched too many smart, hardworking people get steamrolled by a financial system where their investment guy, tax person, and insurance agent never talk to each other — often giving completely different advice. That leaves people stuck in the middle, trying to referee a fight they didn’t start and definitely didn’t sign up for.

Think of me as your translator, tour guide, and slightly sarcastic bodyguard through the jungle of retirement planning. I make sure your financial people actually talk to each other — and that you understand what’s going on without needing a finance degree.

I believe retirement planning shouldn’t be thrilling (if it is, something’s wrong), but it also shouldn’t feel like a root canal. After every meeting with me and my team, you should walk out feeling lighter, clearer, and more confident about your future.

My approach is simple: partner with the best specialists in the industry to educate you with truth, empower you with options, and help you make decisions you can confidently own.

When I’m not helping people untangle their retirement mess, you’ll probably find me chasing one of my five grandkids (yes, I started early), biking off the calories from questionable food decisions, or traveling somewhere new with the love of my life.

Bottom line? I’m here to make sure you retire with clarity, confidence, and maybe even a few laughs along the way — because your money should work harder than you do, especially in retirement.

And if we can get you to your retirement goals without confusing charts, 300-page reports, or me wearing a tie… that’s what I call a win.