During college, I became deeply focused on understanding how money, health, and longevity intersect. While studying finance and business, I also experienced firsthand the emotional and financial impact of inadequate planning when a close family member required memory care. The cost, nearly $12,000 per month, was a reality that left a lasting impression on me and reinforced how critical it is to plan ahead. That experience shaped my belief that retirement planning isn’t just about numbers; it’s about protecting dignity, independence, and peace of mind for both individuals and their families.
That belief is what ultimately led me to join KCIIS. What stood out to me was how those values are not just talked about, but actually lived out in the way this company serves its clients. Working alongside Kai and Ann has reinforced the importance of education, transparency, and truly putting people first. I’ve learned that great retirement planning starts with listening, teaching clearly, and building strategies that reflect real lives, not generic formulas. The culture at KCIIS allows us to slow things down, build long-term relationships, and guide clients with clarity and care through some of the most important financial decisions they will ever make.
Today, I bring that perspective into every client conversation. My goal is to help people plan for the most overlooked and misunderstood parts of retirement, guaranteed income, healthcare costs, and long-term care, so they can make confident, informed decisions. I believe in educating first, explaining the “why” behind every strategy, and creating plans that truly support the life someone wants to live in retirement.
Outside of the office, I’m passionate about weightlifting, health and wellness, nutrition, and personal finance. I also value time with my fiancée as we prepare for marriage and the life we’re building together. I strongly believe that taking care of your body and taking care of your finances go hand in hand in creating a long, fulfilling, and dignified life, values I strive to live by both personally and professionally.
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