My mission is to educate and keep generational wealth for the middle class. I help families and business owners with solutions that are more common among the wealthy than the middle class.

One of my products for individuals has over 50 benefits, including:
1. It is a tax advantage plan (let's meet for the details)
2. You can access your money when you need it (do not have to wait until 59 1/2)
3. For ages 2 weeks - 80 years old
4. You can have more than one (unlike a 401K)

My business solutions are:
1. Key Person
2. Buy/Sell Agreements
3. Cash Balance Plans

After spending over 40 years in IT, I just got burned out. I was looking for something to do that would have a bigger impact on people's lives.

I got my license in 2025 and started helping families. One of my clients bought a retirement plan for his 3-year-old son.