With 15+ years of experience across banking, insurance, technology, and entrepreneurship, I bring a well-rounded approach to financial planning. I began my career in 2006 in banking and later ran my own tech business, where I saw firsthand how essential financial literacy is to long-term success. Today, I serve individuals, families, and business owners across Union County through holistic, tax-efficient strategies focused on income protection, retirement planning, and legacy building. Backed by the strength of New York Life, I combine real-world experience with a relationship-driven approach to help clients gain clarity, confidence, and long-term financial security.