Based in Spokane, I partner with financial professionals in the Northwest (WA, OR, ID, MT, WY, ND and SD) to help plan for their clients’ future income, retirement and estate planning needs. I have a passion for helping people – for making worries go away and making retirement goals a reality.
See how we can optimize existing assets into a better return or a guaranteed income stream that can’t be outlived.
If you need assistance on rates, case design, contracting and more, you have a team of dedicated specialists at your fingertips. Feel free to reach out to them directly if I am not available.
From accumulation to decumulation, wealth transfer strategies or making up for a Social Security shortfall, annuities are invaluable tools for retirement. Schedule a call to see how we can optimize existing assets into a guaranteed income stream that can’t be outlived.
I help financial professionals learn to identify the right opportunities, start conversations and guide clients to the right product for their goals.
You and your clients are part of the process, so you get complete transparency and updated solutions in seconds ... not weeks.
See how an annuity can create an additional income source that your clients can't outlive, so they can get the flexibility and liquidity needed.