About

My knowledge and experience of wealth management and medicare began at 18 when I acquired my life, health and annuities license. Working alongside my father I learned the skills necessary to instil confidence in my clients, some of whom I have now served for decades.

Self funding my degree in Finance and Marketing, I balanced attending classes with a career as a catastrophe insurance adjuster, extensively travelling the nation. This work ethic and determination allowed me to graduate debt-free from Texas A&M College of Business. In my limited free time I travelled the world in search of good surf; a life time pursuit that continues to inspire me.

Working the following decade in catastrophe insurance taught me patience and compassion;  often managing stressful situations in which clients had lost their homes and businesses. Later I transitioned further into the financial industry, becoming an investment advisor and a series 65 licensed fiduciary.

Today I am passionate about enabling entrepreneurs and professionals to reach their financial goals, using a culmination of my experience, work ethic and creative approach to achieve success. My work in Medicare continues to bring me personal satisfaction as I develop client relationships that last a lifetime.

I continue to prioritise my adventures on the ocean such as surfing, freediving, fishing offshore or in the bay, as it remains a unique place where I can rediscover peace of mind.