Since 2017, I’ve helped individuals and families navigate some of the most important—and often confusing—decisions of their lives. Insurance isn’t just paperwork to me. It’s healthcare access. It’s financial security. It’s peace of mind. And I take that responsibility seriously.

We are an intentionally small insurance agency by design. Not because we can’t grow—but because we refuse to rush people through decisions that will affect them for decades. Every client deserves time, clarity, and honesty. That means real conversations, not scripts. Education, not pressure. Advocacy, not transactions.

We are holistic retirement advisors specializing in Medicare, life insurance, dental coverage, catastrophic health plans, and annuities. We stay relentlessly current on Medicare rules, insurance changes, and industry shifts—because what you don’t know can cost you. Our job is to protect you from bad advice, outdated information, and one-size-fits-all solutions.

We don’t sell plans. We build strategies.
We don’t chase volume. We earn trust.

If you’re looking for an advisor who treats this work with the seriousness it deserves—and the compassion you expect—you’re in the right place.