As a Financial Advisor with over 15 years of experience in banking and finance, I bring a wealth of knowledge and expertise to my insurance practice. My career includes a decade at J.P. Morgan, where I worked within the ultra-high-net-worth private bank, managing clients with account balances starting at $25 million.

In my insurance practice, I specialize in helping clients protect and grow their assets by strategically transferring risk. I also design and implement properly structured insurance policies to maximize tax-free income and create meaningful legacies for beneficiaries.

My mission is to provide tailored solutions that align with my clients' financial goals, offering peace of mind and financial security for generations to come.

At my core, I am committed to providing peace of mind through tailored life insurance solutions. My team of experts and I work diligently to ensure comprehensive coverage that meet the unique needs of each client, helping to secure their financial future with confidence.