I’m a financial strategist and insurance professional with a deep passion for Indexed Universal Life (IUL), wealth preservation, and financial literacy. My work centers on helping individuals and business owners understand how money really works—and how to use properly structured life insurance as a foundational tool for long-term wealth, tax efficiency, and financial control. I specialize in designing cash-value-focused IUL strategies that prioritize flexibility, liquidity, and protection—often referred to as “infinite banking” concepts—while educating clients so they can make confident, informed decisions rather than relying on hype or sales pressure. What sets me apart is my commitment to education before recommendation. I believe financial confidence comes from clarity, not complexity. My goal is to empower clients to build resilient financial systems that work in good markets and bad, protect their families, and support generational wealth. If you value transparency, strategy, and long-term thinking, you’ll feel right at home working with me.