Your strategic partner,
every step of the way

My story started in 2008, in the middle of the global financial meltdown. I checked my IRA out of curiosity, only to discover that nearly all of my long-term savings was gone. No warning, no check-in from my advisor... just silence.

That moment changed everything for me. I made a promise to myself, and eventually to others, that I would never let that happen again. I dove headfirst into learning the ins and outs of finance. Over time, I became a financial advisor, having gone on to work with some of the most respected names in the industry including MetLife and Allianz.

Over the past 16 years, I have helped families, professionals, and business owners create clear, personalized plans to protect what matters most: their loved ones, their retirement, and their legacy.

At Retirement Edge Wealth, we start by listening. We take the time to understand your goals, your challenges, and your dreams. Then we build and implement strategies that provide a clear and certain path to your objectives.

From our early days to nearly two decades of serving individuals and businesses, one thing has never changed. Our commitment to doing this with integrity, clarity, and heart.