I got started in Financial Services  because after the 2008 stock market collapse I realized I did not know as much as I thought I did. I believe in continuous improvement and so I studied formally, completing a Masters Degree in Business and a second Masters Degree in Theology. I have been mentored formally and informally and I have learned from both Christian and secular leaders.With my training in Electrical Engineering, I dived headlong into the details and began to figure things out.

My team and I work with individuals and businesses to meet long-term and short-term retirement goals, including estate planning, Income Protection, Qualified and Non-Qualified Plans, 401K, IRA, ROTH IRA, Fixed Annuities, Roll-Overs, Key Person Insurance, College Fund, Mortgage Protection Plans, & Life Insurance and so much more.

My zeal to serve others and my love for education continue to be a driving force behind all that we do. As a Christian Financial Strategist, I help Church Leaders and Tech Professionals. Our services are customized to build, grow, and protect your net worth. We accomplish this with Godly care and compassion using our proprietary PERFECT WEALTH SYSTEM™. This allows you to live the abundant life NOW, give back, preserve your legacy, reduce your tax burden, protect your family and, use your time doing what really matters most to you.

My clients come to me when they:
✔ Don’t know where to start
✔ Need help with their retirement strategy
✔ Need Alternative Investment Strategies
✔ Need ways to reduce their tax burden
✔ Are looking for a Guaranteed Predictable Retirement Income
✔ Are looking to build and leave a family legacy