ABOUT THE FOUNDER

Lets be honest, nobody grows up dreaming to become a life insurance advisor. I know I didn’t. I grew up wanting to be a professional golfer, and I gave it my best attempt trying. Unfortunately for me, I needed to retire from professional golf in 2014 after requiring hip surgery. Thankfully golf provided me a prebuilt network of professionals that pushed me to get in to the financial services industry. Within a couple weeks, I landed in the life insurance world working for one of the best brokerage general agencies in the country.

Since that point, I’ve spent countless hours studying product niches and implementing strategic planning techniques. This has allowed me to become an expert to the experts for life insurance matters. Over the past few years, I’ve been lucky enough to be invited into strategic planning meetings for some of the wealthiest families in the country. I work best in partnership with fee only advisors, tax and estate planning attorneys, family office professionals, accountants and select agents. My hope is to grow the reputation of my new firm as the most trustworthy life insurance resource in the country.

When I’m not working, I still enjoy long walks on the golf course, a nice bottle of wine, and most importantly, building memories with my wife and two children.