About Me

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About Me

Independent, Licensed, and Here to Protect Your Wealth

We’re not captive to any company. As an independent financial broker, I compare multiple carriers to build risk-managed, tax-smart strategies around your goals.

Verify my licenses, NPN, and carrier appointments anytime. You’ll get education first, transparent options second, and a plan designed to protect your family’s future.

Independent & Transparent

Multiple carriers. Education-first recommendations.

Tax-Smart Strategy

Designs that manage taxes under IRS-approved rules (7702/72(e)).

Veteran-Led Service

Navy values, integrity, precision, follow-through.

Why I Do This

I’m in the life-insurance business for more than a career...it’s a mission. I’m building generational wealth and generational income for my family. I’ve been married since May 2, 2021, and I’m doing this for my son, to leave a legacy he can stand on while also giving back to my family and our community.

I served 10 years on active duty in the U.S. Navy, where I learned discipline, integrity, and taking care of the person next to you. I’m a graduate of Suitland High School in Maryland and studied at the University of Maryland, College Park. That path led me to a clear focus today: helping people achieve financial freedom with tax-advantaged strategies.

My work complements what you’re already doing...diversifying your portfolio so you have certainty and guarantees you can count on in retirement. The goal is simple: protect what you’ve built, grow it wisely, and make sure you and your family have something solid to fall back on when it matters most.

That’s why I do what I do.

Verify My Credentials

I believe in transparency. You can confirm my active licenses and carrier affiliations any time.

NPN: 21183382
Licensing: Life & Annuities — Resident: Maryland, Non-resident: 27 states
Status: Active licenses & Active E&O insurance

Affiliation: Independent contractor with Global Financial Impact (GFI)
Background: United States Navy Veteran

Verify my NPN

What I Deliver

Principal Protection
Avoid market-loss participation while pursuing index-linked growth.
Tax-Smart Access
Designs that manage taxes under IRS rules (7702 / 72(e)).
Reliable Income
Options to create income you can’t outlive, when it fits your plan.
Legacy & Efficiency
Beneficiaries, trusts coordination, and liquidity to keep wealth organized.

Who I Help

Pre-retirees & retirees planning 401(k)/IRA/TSP rollovers
Families building tax-advantaged wealth
Business owners needing key-person, buy-sell & benefits design
Licensed agents who want training and a non-captive career path

How We’ll Work Together

Step 1 — Discovery
Your goals, timelines, concerns, and taxes we may need to consider.
Step 2 — Custom Design
Side-by-side comparisons: protected growth, income options, and tax impact.
Step 3 — Implementation & Review
Paperwork, carrier setup, and a simple annual review to keep you on track.