The financial world can be confusing, but I lead with empathy. My passion for simplifying finances comes from personal experience when my husband, a Purple Heart veteran, faced challenges navigating VA benefits, Social Security, and Medicare. I don’t want anyone to face these struggles alone.
Family is everything. My husband Zach and I care for our son, Dominic, who sustained a spinal cord injury. It’s never too early to plan for the unexpected. My team and I are here to support you and your family through your Next Phase of Life.