For more than 15 years, as an Automotive Executive, I built and operated successful automotive businesses, developing high-performing teams, improving operations, and driving growth through strategic leadership and sound financial management.

A meaningful part of my career foundation was spent as a Finance Director, helping individuals secure financing for one of the largest purchases of their lives. That experience taught me the value of understanding each client's goals, identifying practical solutions, and building long-term relationships based on trust.

I am honored to bring that same client-first philosophy and strategic experience to the financial services industry. I proudly serve individuals and families, while having a special passion for helping small business owners and entrepreneurs protect what they've built, prepare for the future, and create lasting financial confidence. Whether you're planning for your family's future or strengthening your business, I'm committed to providing personalized guidance rooted in integrity, responsible stewardship, and a genuine desire to help you create a meaningful and lasting legacy.

Education

University of Iowa- Executive MBA, National Automotive Dealer Association (NADA)- Dealer Financial Management, Morehouse College- Organizational Psychology

Affiliations & Memberships

Member of the Financial Industry Regulatory Authority, Inc. (FINRA)