Empowering Your Legacy Through Strategic Insurance and Financial Expertise

I specialize in helping individuals, families, and business owners build, protect, and transfer wealth — combining the power of strategic life insurance planning with decades of high-level financial and accounting expertise.

Generational Wealth & Life Insurance Strategy

As a full-service life insurance and wealth strategist, I design customized solutions that use life insurance not just for protection, but as a powerful financial asset.

• For individuals and families, I build strategies using cash value life insurance to grow tax-advantaged wealth, eliminate market risk, and create lasting legacies.

• For business owners, I structure executive bonus plans, key person insurance, buy-sell funding, and help position life insurance as an asset on the company balance sheet.

• I also help clients unlock tax-free retirement income, fund children's futures, and implement multi-generational wealth transfer strategies.

Advanced Accounting Cleanup & Financial Strategy

With 23 years of experience in accounting, business management, and financial systems — including serving as a former Team Lead at Intuit’s Cleanup segment — I bring deep technical and operational expertise to the table.

• I specialize in multi-year accounting cleanups, QuickBooks Online training, and resolving complex data, workflow, and integration issues.

• I personally handle each engagement — you’ll never be handed off to a junior staffer.

• Once your books are clean and your team is trained, I help you implement new reporting policies, improve cash flow, and offer continued support as a Fractional CFO.

Whether you need to correct years of accounting errors or elevate your team's performance, I deliver measurable solutions that restore confidence in your financial operations.

Build Your Career — Join My Insurance Team

Are you a licensed life insurance agent — or someone eager to become one — who’s passionate about making a real impact? I'm building a forward-thinking agency of driven professionals who want to help others secure their future and build generational wealth.

Let’s connect and grow together.