I help the Medical Field achieve financial stability, without the stress of taxes, by transitioning your current low growth assets to high growth and building tax-advantaged income.I love connecting with people and helping them achieve their financial goals - reach out!I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.5905 E. Galbraith Rd.Ste 4000Cincinnati, OH 45236