I am passionate about working with businesses and individuals in needs analysis with a focus on creating a vision of the future.

For you as the employer, this results in a vast improvement in the financial plan well-being. 

For the employer and the individual, there will be a greater depth of understanding, trust, and value in the relationship.

I will listen more than I speak and embrace the power of understanding the personality behind the decisions.

While working many years in the insurance industry serving individuals and business owners, I developed a love for building a strong and solid financial future. While the initial experience was helping small business retirement plans, it has blossomed into individual retirement analysis for both the employee and for those who need individual counsel for constructing their retirement goals.

For the financial wellness of the business owner, I work with small, growth-oriented businesses who are seeking to either establish a retirement plan for their employees and their business or who would like to have their plan reviewed periodically. This helps the owner with his / her fiduciary obligation and liability. I am affiliated with Meridian Wealth Management LLC, who fills the role of an RIA and will act as the fiduciary to the sponsor’s plan.