I am certified in Advanced Markets and specialize in retirement planning, bringing over 20 years of experience in the financial services industry. I am licensed in twelve states: Florida, Texas, Indiana, Michigan, Washington, South Carolina, North Carolina, Alabama, California, Tennessee, Kansas, and Arizona.

I serve a diverse group of clients, and as a trusted advisor at G & J Financial Group, I am dedicated to helping individuals achieve a secure and comfortable retirement. My expertise includes guiding clients to protect their retirement savings from market volatility and developing strategies to minimize their tax burdens during retirement. This ensures financial stability and peace of mind for both them and their families.

One of the most rewarding aspects of my career is the lasting relationships I build with my clients. I take pride in providing tailored guidance and custom strategies to help them navigate the complex landscape of retirement planning. Each client is important to me, and I am committed to their financial well-being.

My approach to business is characterized by a unique blend of discipline and innovation. I prioritize health and fitness to achieve peak personal performance, and this dedication extends to my career. I combine creativity, strategic planning, and a strong work ethic to accomplish business goals.

Beyond my professional life, I am passionate about philanthropy. I actively engage with charitable organizations, particularly those focused on rescuing animals and supporting local and environmental causes. This involvement reflects my belief in giving back to the community and making a positive impact whenever possible.