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.

Space Coast, FL is home to some of the most complex employer benefit packages in the country. I help engineers and technical professionals at companies like NASA, Lockheed, Raytheon, and Boeing maximize every dollar of those benefits.

I served. I understand the financial landscape of military life — BAH, TSP, VA benefits, and the transition to civilian financial planning. You don't have to explain your world; I've lived in it.

Families with special needs dependents face unique planning challenges — protecting government benefit eligibility, funding a Special Needs Trust, and ensuring a lifetime care plan that doesn't fall apart when parents can no longer be the primary caregiver.

The special needs trust seminar covers the basics.

If you prefer data over platitudes and want to understand the "why" behind every recommendation, we'll work well together. I don't oversimplify — I show you the analysis and walk you through the logic.

With hands-on business management experience, I understand the financial pressures of ownership: inconsistent income, benefits burden, succession, and the blurred line between business and personal finances.

The decade before retirement is the most consequential. I help clients in this window make the critical decisions around Social Security timing, income sequencing, Medicare, and portfolio de-risking.

I don't build financial plans that look good on paper. I build ones that hold up when life gets complicated.

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.

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.

Schedule a free consultation or call (407) 519-0959.