I’ve worked in insurance for over two decades, including 15 years owning and running my own agency. Before that, I built my financial foundation in banking. Along the way, I learned that the right plan isn’t about selling a policy. It’s about listening, explaining things clearly, and making sure people feel confident in every decision.

Today, I focus exclusively on Indexed Universal Life (IUL) and GOALL, a group IUL employee benefit program. I help families build tax-advantaged retirement income and lasting legacies, and I help businesses offer benefits that keep great people on their team. I’m based in Washington State, but I work with clients nationwide.