Before founding Essential Wealth Planning, I served in the U.S. Air Force on active duty and in the Air National Guard. That experience shaped my approach to planning — disciplined, steady, and focused on preparation.
Over the years, I’ve built a practice focused on clarity, practicality, and long‑term relationships — not sales pressure or complexity.
I hold the ChFC® (Chartered Financial Consultant) designation from The American College and am currently pursuing the RICP® (Retirement Income Certified Professional) designation, expected in March 2026. I stay committed to ongoing professional development to ensure clients receive guidance that’s both current and grounded in real‑world experience.
My work centers on teachers, nurses, and young professionals who want straightforward guidance, a clear plan, and a trusted partner to help them stay organized and make decisions with confidence. I believe financial planning should be simple, transparent, and tailored to the realities of everyday life.
My Background and Experience
- 35 years in financial services
- Licensed in insurance since 1991
- Series 7, 63, 65, 66 registrations since 1997, held with LPL Financial
- ChFC® designation
- RICP® in progress, to be awarded March 2026
- Extensive experience in modular planning, retirement strategies, and client education
- Known for breaking down complex topics into clear, actionable steps
I’ve built my practice around listening first, explaining clearly, and helping clients take the next right step — one conversation at a time.
Who I Serve
I work with people who care deeply about their work, their families, and their futures:
- Teachers
- Nurses
- Young Professionals (20s–40s)
If you’re looking for clarity, structure, and a plan that fits your life, you’re in the right place.
A Bit About Me
Outside of work, I’m active in my community and spend a lot of time officiating youth soccer — a role that keeps me grounded, patient, and connected. I value staying active, staying curious, and staying engaged with the people around me. Those same values shape how I work with clients.
Getting Started
If you’d like to explore whether we’re a good fit, the first step is a brief conversation about your goals and what you’d like to accomplish.
