• Independent Broker

• Trusted Advisor

• Strategic Problem Solver. 

I help clients navigate mortgage lending, health coverage (Medicare, ACA, DVH), and life insurance solutions with clarity and care. 

My approach is consultative, not sales-driven. I converse with your first, then tailor strategies that solve problems, and enhance well-being.

Let’s build a relationship rooted in trust, transparency, and smart planning.

• 12+ years in Medicare and Life Insurance Sales as a Manager, Trainer and Licensed Insurance Agent &  Broker. 

• 7+ years in the Mortgage Industry as a Wholesale Account Executive, Manager, Trainer, Mortgage Loan Originator and Licensed Mortgage Broker.