My business journey began shortly after graduating from the University of California, Berkeley. Early in my career, I worked in Business-to-Business sales and wholesale distribution, eventually founding and managing my own companies. In 2014, I expanded my expertise by obtaining an insurance license—initially focusing on Medicare and benefits tailored to the senior market.

Through these experiences, I recognized the financial challenges many retirees face. This realization fueled my ongoing mission to continually educate myself and develop expertise in retirement benefits for individuals of all ages. My goal is to guide individuals, families, and business owners toward long-term financial confidence and security.

What I Do:

As a Life and Disability Analyst, I review and evaluate life insurance and annuity policies for my clients. Few insurance professionals in California hold this designation. When acting in this capacity, I am held to the highest fiduciary standards. Life changes—and what may be ideal today may not be ideal tomorrow. My role is to assess existing strategies and provide informed options for long-term financial well-being.

I feel most fulfilled when I am helping others. After years of building and operating businesses for my own success, I found a greater purpose in the insurance field. I have helped countless young families secure life insurance that fits their needs and budgets, reducing financial stress and providing essential protection. For clients later in life, I often help supplement retirement portfolios and create tax-advantaged income strategies.

For business owners, I apply advanced planning tools designed to retain employees, protect against the loss of key personnel, and support succession and continuity plans.

While life insurance is traditionally viewed as a tool for financial risk mitigation, its capabilities are far broader. One of the most exciting uses of life insurance, in my experience, is wealth creation for the living. This concept is often misunderstood. Many believe life insurance only benefits loved ones after death—but properly structured, it may also be used to build generational wealth, fund business expansion, or create long-term tax-advantaged assets. For example, a high-net-worth individual may structure coverage in a way that creates a $10 million asset while contributing significantly less (could be less than $50 thousand) annually. Even for those who are not ultra-high-net-worth, there are strategies that allow for meaningful asset building through insurance.

I reside in the vibrant Los Angeles area with my spouse, along with three wonderful pets. I also enjoy the gift of being a grandparent. Outside of work, I find joy in reading, writing, and maintaining a healthy lifestyle through physical activity. I believe strongly in lifelong learning and personal growth—each day presents an opportunity to improve, contribute, and serve others.