Hello and thanks for visiting!

I began my career in financial services in 2008, right in the middle of the Great Recession. It was both a fascinating and heartbreaking time to enter the industry. I watched countless families see their retirement plans delayed for years, and it shaped the way I approach financial planning to this day.

In 2011, I earned my CFP® designation through Georgetown University. During the program, one professor said something that stuck with me:

“You can’t do this business the right way if you make a living selling products for commissions.”

That moment changed everything. I realized that many large brokerage and insurance firms are built on conflicts of interest, and I knew I wanted to build a different kind of practice.  Most retirement savers think the hard part is saving, but the distribution phase is where most money gets lost. 

That’s why I started Imagine Financial Security: a fee-only, fiduciary firm designed to help retirees and pre-retirees make smart decisions about the areas that matter most; retirement income planning, tax strategy, investment management, and long-term peace of mind.

When I’m not working with clients, I enjoy family time, golf, cooking, fishing, tennis, and creating retirement planning content. 

Now that you know a little more about me, I’d love to get to know you.