I have been assisting clients with retirement income planning since 2013. My main goal is to listen carefully to each client’s needs and provide a retirement planning solution tailored to them. As an Investment Advisor Representative of Integrity Wealth Advisors, I am a fiduciary for investment advisory services, meaning I am required to act in your best interest when providing investment advice. I offer insurance products in a separate capacity as a licensed insurance agent.

Through my relationship with Integrity Wealth Management, I can offer services from third-party money managers, providing access to diverse portfolios that help clients align their assets with their financial goals. My goal is to offer a comprehensive, holistic financial plan that puts each client’s best interests first.

My services include financial planning, investment portfolios from third-party money managers, 401(k) and IRA rollover strategies, and Roth conversion strategies. I also offer retirement income strategies, including conservative approaches, annuity planning, Social Security maximization, and estate planning, including wills and trusts.