Engineered for
Your Financial
Future
Bringing the precision of engineering and the discipline of military service to comprehensive financial and insurance planning — for individuals, families, and business owners in Florida, Texas, Georgia, New York, Louisiana, and North Carolina.
GA·NY
A Different Kind of
Financial Advisor
Before I became a licensed financial advisor and insurance agent, I spent years in the U.S. Army Corps of Engineers and in engineering and business management roles — environments that demand precision, systematic thinking, and accountability for outcomes. Those experiences didn't just shape who I am; they define how I approach every client's financial plan.
In engineering, you don't guess. You gather data, model scenarios, stress-test assumptions, and build something that holds. I bring that same rigor to financial and insurance planning — because your retirement, your family's protection, and your wealth deserve nothing less.
As a business manager, I learned to see the full operational picture: cash flow, risk exposure, organizational structure, and long-term sustainability. That perspective is invaluable whether I'm working with a business owner building a succession plan or an employee optimizing their benefits package and investment strategy.
I'm newly credentialed as a financial advisor and insurance agent — and I believe that's a strength. My training is current, my thinking is fresh, and I have no legacy habits to unlearn. What I bring is a career's worth of real-world analytical discipline applied to your financial life.
The Engineering Approach
to Financial Planning
Every sound structure starts with a blueprint. Your financial plan is no different — built in four deliberate phases, each one load-bearing.
We start by understanding your complete picture: income, expenses, debts, employer benefits, insurance gaps, goals, and risk tolerance. No cookie-cutter questionnaires — a real conversation about where you are and where you want to go.
Using the data gathered, I model scenarios, stress-test assumptions, and design a customized strategy. Like any engineering plan, it accounts for what's expected — and what isn't. We align every recommendation to your specific goals, not a one-size product.
We put the plan into action — whether that means opening the right investment accounts, placing the right insurance coverage, optimizing your employer benefits, or restructuring how your assets are positioned. Every step is explained clearly, so you always know why we're doing what we're doing.
A financial plan isn't set-and-forget. Life changes, markets shift, tax laws evolve. I stay engaged — providing ongoing reviews, adjustments, and clear communication so your plan keeps performing through every season of life.
Comprehensive Services for
Every Stage of Life
I work with you across financial planning, investment advisory, and insurance — so every piece of your financial life works together, not in silos.
Investment Advisory & Wealth Management
Fee-based investment guidance designed around your goals, timeline, and risk tolerance — not a commission.
- Comprehensive financial planning
- Portfolio construction & management
- Tax-aware investing strategies
- Employer benefits optimization
- Ongoing portfolio reviews
Retirement Planning
Whether retirement is decades away or around the corner, I help you build a roadmap that turns your savings into sustainable income.
- Retirement income strategy
- Social Security filing optimization
- 401(k) & IRA guidance
- Income gap analysis
- Required Minimum Distribution planning
Life Insurance
Protect the people and obligations that matter most. I help you find the right coverage at the right cost — without the sales pressure.
- Term life insurance
- Whole & universal life
- Key-person business coverage
- Income replacement planning
- Policy review & comparison
Health Insurance
Navigating health coverage can be overwhelming. I cut through the complexity and help you select plans that fit your health needs and budget. Both ACA and private plans available.
- Individual & family health plans
- Medicare supplement planning
- Employer group benefit review
- Short-term health coverage
- Dental & vision coordination
Annuities
Annuities can play an important role in generating guaranteed income — or they can be the wrong tool entirely. I'll give you a straight answer.
- Fixed & indexed annuities (FL, TX, GA, NY)
- Variable annuities (FL, TX)
- Income rider analysis
- Suitability-first recommendations
- Existing annuity review
Business Owner Services
Running a business creates unique financial complexity. My management background means I understand the pressures you face — and how to plan around them.
- Key-person life & disability coverage
- Executive compensation planning
- Business continuity strategies
- Qualified retirement plan guidance
- Buy-sell agreement funding
Estate Planning
A complete financial plan protects not just your future — but your legacy. I coordinate with estate attorneys to align your financial strategy with your estate documents.
- Revocable & irrevocable trusts
- Wills & pour-over wills
- Special needs trusts
- Beneficiary designation review
- Trust-owned life insurance (TOLI)
Elder Care Planning
Planning for aging parents or your own long-term care needs requires a clear strategy. I help families navigate the financial complexity of elder care before a crisis forces the decision.
- Long-term care insurance
- Medicare & Medicaid coordination
- Care cost projections
- Asset protection strategies
- Family caregiver financial planning
Who I Work Best With
In engineering, every load-bearing element is identified, sized correctly, and tested before the structure is complete. A financial plan is no different. Your income, insurance, investments, and estate strategy each carry weight — and they have to work together, or the whole thing is at risk.
Whether your priority is protecting your family, growing your wealth, or making sure you never run out of income in retirement — we start with your goals, model the scenarios, and build a plan with structure you can count on.
Where I'm Licensed to Serve You
I hold insurance and investment licences across multiple states so you're covered whether you're in Florida, Texas, Georgia, New York, Louisiana, or North Carolina.
Let's Build Your
Financial Blueprint
The first conversation is free, no-pressure, and no-obligation. Tell me where you are and where you want to go — I'll tell you honestly whether and how I can help.