

Trusted U.S. Air Force senior leader with 24 years of experience managing financial portfolios exceeding $400M, advising thousands of service members and families through complex life decisions, and delivering results in high-stakes environments. Brings rare insider knowledge of military compensation, benefits, and financial pressures combined with the emotional intelligence to build lasting client relationships. Experienced in developing long-term relationships through trust, education, and proactive engagement. Prepared to pursue FINRA Series 6 & 63 licensure upon sponsorship.
Financial Planning & Advisory
Client Relationship Management
Military Benefits & Compensation
Portfolio & Asset Oversight
Needs Analysis & Goal Setting
Risk Assessment & Mitigation
Budget & Revenue Management
Financial Education & Mentoring
Prospecting & Relationship Development