Finances was a topic discussed frequently in my family, but I understood that wasn’t the case for most households.
Too many people in the world don’t understand finances, putting them and their families behind. I wanted to be a resource for financial literacy to combat the perpetuating generational wealth gap.
Which brings me to today….
I am a licensed life insurance agent, in multiple states, helping families secure their financial legacies by accumulating wealth tax-free, protecting themselves financially from health-related circumstances, and leveraging life insurance as a retirement and investment tool.
In addition, I am a certified tax preparer helping families and businesses keep more of their hard-earned money through proper tax planning and accurate filings.