I am a licensed Financial Planner and Certified Plan Fiduciary Advisor (CPFA) with over a decade of experience. I specialize in tax-efficient strategies for business owners and independent professionals, focusing on income tax mitigation, capital gains tax planning, and estate preservation. I hold a Bachelor of Science in Finance from Shippensburg University of Pennsylvania and have FINRA Series 7 and Series 66 licenses, as well as a CPFA designation. I am also licensed in life, health, and variable annuities in Florida.

Currently, I work with Wealth Express® to design custom, tax-efficient retirement plans for business owners and high-income professionals, often collaborating with CPAs. My work includes advanced plan structures like defined benefit and profit-sharing plans to reduce tax liability and enhance retirement outcomes.

I also founded a negotiation firm that advocates for individuals selling structured settlement payments, ensuring they receive maximum value.