I help pre-retirees and retirees make confident decisions about Social Security, Medicare, and investments — independently, with patience, and always working for you.
No cost. No obligation. No pressure — just a clear conversation.
You’ve spent decades building this. Let’s make sure you know exactly where you stand before you make the leap.
Explore Retirement Planning →Your plan shouldn’t sit in a drawer. I check in, adjust, and help make sure your income lasts as long as you need it to.
Explore Income Strategy →The deadlines are real and the options are confusing. I’ll walk you through it in plain English — independently.
Explore Medicare Planning →Protecting what you’ve built matters as much as growing it. Let’s make sure your family is covered.
Explore Insurance & Protection →Most people carry the same quiet question for years before they ever say it out loud: will I have enough, and when can I actually stop working? My job is to answer that honestly — not with a generic rule of thumb, but with a plan built around your actual numbers, your actual timeline, and your actual goals.
The process is simple: we talk through where you stand, we build a plan around it, and we put it into action together — one step at a time.
Ideally 5–10 years before you plan to stop working — the earlier we start, the more options you have.
It depends on your health, other income sources, and goals — not a single universal answer.
Turning 65 comes with real deadlines and a genuinely confusing set of choices. I’m not tied to any single carrier, which means I can walk you through your actual options honestly, in plain English, and help you avoid a decision you’ll regret later.
Your Initial Enrollment Period begins 3 months before the month you turn 65 and lasts 7 months total — missing it can mean lifelong penalties.
Advantage plans bundle coverage through a private carrier with a network; Supplement plans pair with Original Medicare for broader provider access. The right choice depends on your health needs and providers.
Yes — Medicare guidance stands on its own, whether or not we work together on investments.
Medicare has neither endorsed nor reviewed this information. Not connected with any government agency. I do not offer every plan available in your area.
Because I’m independent, I’m not tied to any one company’s products. Every recommendation is built around what’s actually best for you — your timeline, your risk comfort, and the income you’ll need in retirement.
Investment advice and investment advisory services offered by PFG Advisors, a registered investment adviser — giving you access to a broad, open universe of investment options.
A strong retirement plan accounts for the unexpected. We’ll make sure the people and things you care about most are genuinely protected — without over-insuring or paying for coverage you don’t need.
As more clients ask about trusts and generational planning, this is a conversation I’m glad to have alongside a qualified estate attorney.
I got into this business because I watched people I care about make major financial decisions — about retirement, about Medicare, about their savings — without anyone taking the time to actually explain their options. That gap is what stuck with me. So I built my practice around the opposite approach — slow down, explain clearly, and make sure the decision actually makes sense.
I work primarily with people approaching or already in retirement — typically between 50 and 65 — who want a clear-eyed, honest picture of where they stand with Social Security, Medicare, and their investments. If you’ve ever left a financial conversation more confused than when you started, you’re exactly who I built my practice for.
I want you to reach the day you stop working with total confidence — not just a plan on paper, but a real understanding of why that plan makes sense for you. I want you to feel like you have someone independent in your corner, whose only job is making sure your decisions serve you.
I live in Phoenix with my wife and kids, where we’ve made our home over the past few years. Outside the office, you’ll usually find me experimenting in the kitchen or at a live concert — both are my favorite way to unwind and recharge.
B.S. in Finance, Eller College of Management, University of Arizona.
Not tied to one company’s products — every recommendation is built around you.
No rush, no pressure. We move at the pace that makes you comfortable.
Plain-English explanations, honest answers, and clear fees — always.
Acting in your best interest is the standard, not the exception.
Schedule a complimentary review — no obligation, no pressure. Just a clear, honest conversation about where you stand.
Schedule Your Complimentary Review