I am a US Marine, financial educator, licensed investment advisor, and master martial arts instructor with more than two decades of experience helping people grow academically, professionally, and financially. My work integrates human development, behavioral accountability, and practical financial literacy to support individuals, schools, and organizations in building long-term stability and confidence.

I partner with respected industry providers such as Aspire, Equitable, Nuveen, Invesco, Franklin Templeton, and others, and I am a licensed representative through PFS Investments Inc. Through these partnerships, I deliver compliant, no-cost financial wellness programs for school districts and business organizations. These sessions are designed to reduce employee stress, simplify benefit decisions, and offer clear guidance on understanding and managing 403(b), 457, and 401(k) retirement plans.

My team also supports employees and families as they change employers or prepare for retirement, providing education on rollover options and helping them stay organized and compliant when consolidating retirement accounts.

In addition to financial education, my mentoring and martial arts science initiatives have produced measurable outcomes in partner schools improving academic performance by 97% and social behavior by 98% by teaching students’ stillness, situational awareness, and disciplined decision-making.

Whether I’m supporting educators, families, or corporate teams, my mission is simple: to help people recognize their capacity, gain clarity in their decisions, and move forward with confidence in both life and finance.