I’m more than a finance professional—I’m someone who has lived the journey of building, registering, and growing a minority-owned business from the ground up. As a former minority business owner, I understand not just the process, but the purpose behind seeking certification. Like many, I pursued it to access opportunities that often remain just out of reach—and now, I’m passionate about helping others do the same.

Today, I serve as a Life Insurance Agent and Senior Tax Incentive Advisor , but mentorship has always been part of my mission. With over three decades of experience across insurance, banking, investment, tax, and mortgage sectors, I’ve been privileged to guide and advise fellow entrepreneurs, professionals, and small business owners—especially those navigating the unique challenges of minority ownership.

But behind every professional, there’s a personal story.

I’m a husband, a proud father of four, and a blessed

grandfather of six. My family’s motto is one I carry into every area of life: Faith, Family, and Country. My work is rooted in integrity, honesty, and trust—values I don’t just speak about, but live by.

I got my start in retail, rising into management roles during a successful 15-year stretch before pivoting into finance. I passed the Series 7 Stockbroker Exam in 1992, earned my Life Insurance License in 1994, and never looked back. Since then, I’ve worked with a wide array of firms—from insurance agencies to commercial banks, tax companies, and mortgage, escrow and title companies.

What I’ve learned from every conversation and client interaction is simple: most people just want to protect their family, make an honest living, and work with someone they can trust. That’s who I aim to be—for my clients, my colleagues, and my community.

If our paths align, I’d love the opportunity to connect and support your journey too.