Supporting families, solo entrepreneurs, and small businesses in planning for the future with confidence.
I help small business owners offer 401(k) solutions* and group insurance, and provide families with Life, Disability, and Long-Term Care coverage to protect their loved ones. My goal is to make planning simple, approachable, and supportive at every stage of life.
CA DOI License #0G56814
*Provide Small Business 401(k) Plans in partnership with Guideline.
