— Service. Integrity. Generational Strength.
From Service to Security — Planning That Sees the Whole Person
Ten years in law enforcement. U.S. Coast Guard. Insurance professional. Future RIA. That sequence isn't a résumé — it's the reason I can sit across from you and understand what's actually at stake.
High-stakes decisions leave no room for guesswork.
Each chapter of my career sharpened a different edge — reading risk under pressure, understanding how financial products protect or fail a family, and building trust where it's hardest to earn.
Watched financial products protect families — and fail them. Now pursuing Series 7 and 66 to offer advice with full accountability.
Served with discipline under operational pressure — the foundation for how I approach irreversible decisions.
A decade reading people, situations, and consequences in real time — that instinct doesn't leave when the badge does.
• Relational Wealth
Your money and your family don't live in separate rooms.
Wealth without healed relationships is just a number without roots. My planning work and my nonprofit — Pathways for Fathers and Children — exist because I've seen both sides of that equation.
Grow it, protect it, pass it on — and build the relational foundation that gives those dollars meaning across generations.
Learn how Pathways for Fathers and Children supports trauma-informed family resilience alongside the financial work.