I come from a family of immigrants who came to the United States seeking opportunity. Growing up, I watched my parents work tirelessly to provide a better future, and after losing my father to cancer at an early age, I understood firsthand the importance of financial security and protection. That experience shaped my passion for helping others safeguard what matters most.
My professional background began as a day trader, where I developed strong skills in markets, analysis, and risk management. Over time, I realized that real financial stability isn’t built on short-term speculation but on long-term, conservative strategies. This led me to focus on solutions such as annuities, indexed funds, and life insurance – tools that balance growth with protection and offer peace of mind for the future.
In addition to working with individuals and families, I have extensive experience supporting both small and large business owners. I understand the unique struggles of running a business – protecting assets, retaining key employees, and planning for succession – and I provide strategies designed to address these challenges while driving long-term success. My mission is to help families and businesses alike achieve financial clarity, security, and confidence in their future.
