About Me
I’m a licensed insurance agent and retirement income specialist, helping individuals across FL, TN, VA, TX, WI, and WV build secure, tax-efficient retirement strategies. With over 15 years of experience and a deep understanding of market risk and income planning, I focus on helping clients protect their savings and never outlive their income. Originally from the Boston area, I’ve spent the last 15 years serving clients throughout Florida and beyond. Let’s create a retirement plan that fits your life and legacy.
Areas of Service:
- Florida
- Tennessee
- Texas
- Virginia
- West Virginia
- Wisconsin