
Dynamic entrepreneur and strategic advisor with over a decade of expertise in employee benefits, succession planning, and capital development. Recognized for a relentless commitment to enhancing risk management, wealth preservation, and legacy solutions for businesses and families. A career rooted in frontline insurance and benefits experience has fostered a keen understanding of operational inefficiencies, leading to the creation of tailored, cost-efficient benefit programs that align with corporate goals. Co-founded a boutique consulting firm during a pivotal global shift, delivering advanced strategies in tax planning, estate management, and generational wealth transfer to high-net-worth clients. Currently focused on pioneering innovative solutions at the intersection of health, finance, and legacy planning, with a vision to empower individuals and organizations amidst an evolving landscape.