Finding the right health coverage should feel clear — and confident.
My approach draws on more than a decade of insurance advisory experience and a unique background as both a business owner and a federally authorized tax professional.
I bring a well-rounded background grounded in both business ownership and advisory experience. For more than twenty years, my wife and I operated a service-based business together, where I developed a strong foundation in trust, communication, and practical problem-solving. I have also spent over a decade as a licensed insurance advisor, helping individuals and families navigate complex coverage decisions. I am also fluent in Spanish, which allows me to effectively support and communicate with a broader range of clients.
Finding the right health coverage should feel clear — and confident.
My approach draws on more than a decade of insurance advisory experience and a unique background as both a business owner and a federally authorized tax professional.
I bring a well-rounded background grounded in both business ownership and advisory experience. For more than twenty years, my wife and I operated a service-based business together, where I developed a strong foundation in trust, communication, and practical problem-solving. I have also spent over a decade as a licensed insurance advisor, helping individuals and families navigate complex coverage decisions. I am also fluent in Spanish, which allows me to effectively support and communicate with a broader range of clients.
A perspective most advisors can't offer — because most advisors aren't also Enrolled Agents.
In addition to more than a decade as a licensed insurance advisor, I am an Enrolled Agent — a federally authorized tax professional — which allows me to provide a more comprehensive perspective when advising clients on their health coverage. Health insurance decisions often carry meaningful tax implications, from premium subsidies and deductions to retirement-related planning. My tax background enables me to guide clients through these intersections with clarity, helping ensure their coverage strategy aligns with their broader financial picture. Having seen firsthand how quickly circumstances can change, I take a thoughtful, individualized approach to every conversation — because no two clients are the same, and the right plan is always personal.
When I'm not working with clients, you'll find me spending time with my wife, family, and friends. To unwind, I enjoy going for a run — though some might call it a walk. And whenever I can, I love being outdoors, whether that's relaxing at the beach or hiking up a mountain. I look forward to connecting with you and helping you find coverage that truly fits your needs — please don't hesitate to reach out anytime.
Reviews
is professional, efficient, knowledgeable and nice. I highly recommend her for your insurance needs!
