I provide a tailored focus on helping clients navigate personal financial planning through wealth-building and tax-advantaged strategies while ensuring risk and money are no longer hurdles in your financial goals.

I am a native of the wonderful tax-free state of Delaware and a Disabled Military Veteran serving in two campaigns.

I will say I’ve become an ardent agent for the people and found that calling after 20 Years of combined military leadership and public servitude, as well as the privilege of regularly learning from financial strategists and personal mentoring from the likes of (Money Smart Guy)- Matt Sapaula and Rodolfo Vargas throughout my current financial services journey.

Financial Literacy will always be integral and in the forefront of my life. I find that there’s a need for understanding and what we may sometimes believe to be common knowledge, is not always that common. Hence, my inclination on educating the community as well as other independent agents and professionals alike.