I entered the insurance industry by working with a large IMO (i.e., a wholesaler), giving me access to more than 60 annuity, life insurance, and Medicare carriers. This broad network allows me to help clients compare options and find solutions that truly fit their needs.

I am a native Californian and have spent much of my life in Colorado, Florida, and, now, Nebraska. My wife, Tammy, and I share our home with our two wonderful dogs, Cozy and Canoodle. Cozy is an American Eskimo, and Canoodle is a Mini Australian Shepherd.

My passion is helping pre-retirees and retirees build the best retirement possible through smart planning and dependable financial products. I specialize in using annuities and life insurance as tools to create income, protect assets, and provide peace of mind. I can also help clients navigate Medicare options with confidence.

While I have deep expertise in annuities, I continue to expand my knowledge in life insurance and work alongside trusted specialists to ensure every client receives the best product and strategy for their unique situation.

I offer a range of solutions, including fixed indexed annuities for income and accumulation, products with long-term care riders and enhanced death benefits, MYGAs, indexed universal life (IUL), term life, whole life, Medicare Advantage, and Medicare supplement plans.

Above all, I believe customer service comes before the sale. A recommendation is only valuable if it serves the client’s best interest, and my goal is to build lasting relationships based on trust, service, and results.