I believe it’s important to share the “why” behind the work we choose to do.
Nearly two decades ago, I experienced one of the most difficult times in my life. My father passed away the day after I turned 30. He loved deeply, but a lack of planning meant that my mother was left anxious and uncertain about her future.
For me, this is deeply personal. My purpose is to ensure that love and protection go hand in hand. That’s why I’m passionate about helping clients understand their options and strategize for the best possible outcomes. Insurance planning is an incredibly selfless act. Whether for your business or your family, taking the time to create continuity and peace of mind for the people you love is a powerful act of putting others first. As a devoted husband and father, I understand that responsibility firsthand.
As Alana’s father, I know better than most how love and protection are intertwined. We are blessed with an incredible daughter who happens to have significant special needs. Planning for her future—for today, for tomorrow, and for the next 50 years—is at the heart of everything we do. That same commitment extends to our clients. Passion, protection, guarantees, and assurances are essential, and so is continuing to grow, both personally and professionally, to better serve those who rely on us.
To that end, I recently earned my Retirement Income Certified Professional (RICP) designation. Understanding the distribution phase of retirement and ensuring financial security is just as important as any other aspect of insurance planning—perhaps even more so. I am passionate about providing assurances against longevity risk, market risk, and the greatest financial fear of all: running out of resources.
At the core of our business is a love for people. That’s what fuels my passion. There is no greater feeling than being there for someone during one of their darkest moments and being able to provide a reassuring “yes” to the question: “Are we going to be okay?”
This is my why. It’s also why we choose to focus solely on insurance while building relationships with the best accountants, estate planning attorneys, and investment advisors—partners whose values align with mine and enable me to provide holistic solutions for the families and businesses we are privileged to serve.