I’m a Registered Representative with Kestra® and a founding member of Monarch Retirement Group. With over two decades of experience in retirement planning, credit, and financial services, I’ve had the privilege of helping hundreds of individuals prepare for and transition into retirement with confidence.
Before launching Monarch Retirement Group, I served as a Vice President at Bank of America and worked as a Registered Representative at The Retirement Group. Throughout my career, I’ve worked closely with employees from companies like SBC (Pac Bell), Verizon (GTE), Northrup-Grumman (TRW), and Bank of America—guiding them through important financial decisions that impact their futures.
I’m also a proud dad to two amazing kids—a 23-year-old son and a 17-year-old daughter who keep life exciting and meaningful. Outside of work, you’ll usually find me on the golf course or planning my next travel adventure. Spain and Portugal are at the top of my list for next year!
Helping people feel confident about their retirement isn’t just my profession—it’s something I genuinely love to do.