Our compensation structure varies by service. We’ll clearly explain all fees during our initial consultation before you make any commitment. Securities are offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC.

We typically conduct regular reviews to ensure your plan remains aligned with your goals. The frequency depends on your specific situation and preferences.

During our first meeting, we’ll focus on understanding your financial goals, current situation, and any challenges you’re facing. I’ll ask questions to learn about your priorities—whether it’s retirement, investments, or protecting your family’s future. This is also an opportunity for you to ask questions and learn more about how I work. By the end of the meeting, we’ll have a clear idea of how I can help you achieve your goals.

I bring over a decade of proven expertise combined with a deeply personal approach. As an entrepreneur and business owner across multiple industries—not just finance—I have gained a unique, real-world perspective that sets me apart from most advisors. I don’t just manage numbers; I guide people through life’s most significant financial decisions with clarity and confidence. My clients trust me because I prioritize their goals, simplify complex strategies, and consistently act in their best interest. Your success is my mission.