After teaching middle school math for 5 years, I have now found a new mission in life to educate adults in finances and wealth building strategies. I help business owners and families build a comprehensive protection
strategy by reducing and transferring risk so that what they are building can never be taken away. My areas of
focus are in how to achieve financial balance, tax efficiency, diversification, and having a purpose for every piece of the financial puzzle in order to have the financial confidence and stability.
My approach is different from the status quo in this industry and instead of focusing on the financial products that we can add to your portfolio, I first want to professionally analyze everything so that it can be organized in a way to see how everything works together and then add or change what may best help in achieving the goals of each client. I have a wealth of resources from my own knowledge as well as that of the team that I work with to collaborate and get top of the industry perspective.
When I’m not focused on assisting clients and building my knowledge of the financial world, I enjoy spending
time with my two daughters and amazing wife. We are a very active family and love all outdoor activities
together like hiking, camping, biking, and all the water activities. I am passionate about sports, especially
hockey and college football, and love to see a good competitive game on tv and in person. I have visited 31
of the States in the US and hope to see all 50, and travel internationally as much as I can.
I am excited to meet new people and understand their passions and purpose in life, and work to help them
continue to build an exceptional life.
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. WestPac Wealth Partners LLC is not an affiliate or subsidiary of
Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License Number -
4480856| 8418971.1 Exp. 09/27