I am highly specialized in generational wealth strategy and insurance planning, tax-advantaged business and personal strategy, complex, multi-year accounting cleanups, and QuickBooks Online training.

My expertise spans both the financial and technical sides of business. As a former Team Lead in Intuit’s Cleanup segment, I bring extensive knowledge of QuickBooks and its app integrations. This empowers me to dive deep into every aspect of your company file, identify data errors, workflow issues, third-party app integration errors, staff training needs — and to fix the issues properly.

But my services go far beyond technical accounting. As a full-service life insurance and wealth strategist, I help individuals, families, and business owners unlock the power of life insurance as both protection and a wealth-building asset. Whether you’re seeking tax-free income streams, strategies to fund retirement, tools to protect business partners and key employees, or vehicles to build and transfer generational wealth, I design solutions tailored to your unique goals.

• For individuals and families, I leverage life insurance not just for protection, but as a tool to grow tax-advantaged cash value, eliminate market risk, and create legacy wealth.

• For business owners, I specialize in executive bonus plans, key person insurance, buy-sell funding, and using life insurance as a financial asset on your balance sheet.

Need to develop your accounting staff? Let me train your team to become software experts and effective accounting leaders. You get me every time — not a less experienced staffer. That’s 23 years of cleanup, software, business management, financial strategy, and accounting expertise.

Once your file is cleaned up and your team is trained, we’ll work together to implement new policies for effective reporting and improved cash flow. Desire further advisory? Keep me on as a Fractional CFO for your chosen duration. I provide measurable solutions, empower professionals, and develop leaders — and now, I help you build and protect your wealth for generations to come.

Are you a life insurance agent looking to grow your career and join a forward-thinking agency? Let’s connect — I’m actively building a team of passionate professionals who want to make a real impact in people’s lives and legacies.