With over a decade of experience in the insurance and financial planning industry, I serve as an Independent Life License Insurance Broker and Qualified Associate Financial Planner at Solomon Financial. I specialize in providing personalized financial solutions that empower individuals and families to achieve their financial goals with confidence and security.My approach is rooted in understanding each client's unique needs and delivering tailored strategies that align with their long-term objectives. I am committed to fostering relationships built on trust, transparency, and integrity, ensuring that every client receives the highest level of service and expertise.At Solomon Financial, I leverage our firm's rich history and resources to offer a comprehensive range of products and services, including life insurance, retirement planning, and investment management. My goal is to help clients navigate the complexities of financial planning, offering insights and solutions that provide peace of mind and financial stability.Feel free to reach out to me if you are looking for expert guidance in securing your financial future or if you simply want to explore how we might enhance your current financial strategies. I am here to help you solve your financial challenges and achieve success.

Recognizing an opportunity to expand the reach and impact of my services, I transitioned the insurance and financial planning portion of my practice to Solomon Financial, a firm that shares my dedication to delivering exceptional client-focused solutions. This transition allowed me to refine my focus on comprehensive financial planning while simultaneously establishing Minaya Benefit Solutions to independently manage and grow the Group Benefits segment of my business. This strategic move ensured I retained full operational control and upheld the integrity of the products and services provided to my clients.At Minaya Benefit Solutions, we specialize in assisting business owners and self-employed individuals by offering customized benefit packages tailored to meet their unique needs. Our primary offerings include Group Benefit Packages and Health Spending Accounts, designed to protect clients and their employees from unforeseen medical expenses while ensuring financial stability and peace of mind.What sets us apart is our commitment to truly understanding the specific challenges our clients face. We take the time to listen and deliver solutions that align with their goals. Furthermore, we provide added value by offering free access to professional financial planning services, empowering clients and their employees to make informed decisions about their financial futures.As an Independent Life Licensed Insurance Broker and Qualified Associate Financial Planner, I personally oversee the operations of Minaya Benefit Solutions. My commitment to honesty, integrity, and transparency is reflected in every interaction and solution we provide.At Minaya Benefit Solutions, we are dedicated to protecting your finances and securing a brighter future with benefit solutions designed to work for you.

In 2020, as the world was faced with the unprecedented challenges brought on by the COVID-19 pandemic, I adapted my practice to operate fully in a digital environment, 100% remotely. This transition allowed me to not only maintain continuity for my clients but also streamline processes, enhance accessibility, and embrace a more modern, technology-driven approach to delivering financial solutions to my clients, their familes and businesses.During this time, I identified an opportunity to further expand the scope of my practice by integrating financial planning into my existing services. I embarked on a rigorous educational journey, earning my Federal Certification as a Qualified Associate Financial Planner. This certification equipped me with advanced knowledge in budgeting, debt management, and how to best develop and integrate long-term financial strategies into my clients lives, enabling me to offer holistic solutions tailored to my clients' unique circumstances.This pivotal period marked a significant evolution in my career. By combining digital innovation with enhanced expertise, I was able to provide clients with a more comprehensive approach to managing their finances, ensuring they had the tools and strategies to navigate uncertainty and achieve their goals with confidence and clarity.

In May of 2019, I took a pivotal step in my career by founding Minaya Financial, an Independent Brokerage Firm committed to providing comprehensive insurance solutions to my clients and their families. This venture allowed me to significantly grow my practice, with a particular focus on Group Benefits, where I delivered tailored strategies to meet the evolving needs of businesses and their employees.As the principal of a small business, I gained invaluable insights into the challenges and opportunities faced by business owners. This experience not only sharpened my operational and strategic skills but also deepened my ability to guide clients through their own business growth and risk management. My time at Minaya Financial was defined by a commitment to delivering innovative, client-focused solutions while building a foundation of trust and long-term partnerships.

This role marked the beginning of my career in the financial services industry, where I developed a strong foundation in various forms of personal insurance and their integration into comprehensive financial plans. During this time, I successfully built and managed a growing book of business while contributing to the MGA's operations, gaining valuable experience in client relations and the broader mechanics of the industry.

Attend to all major duties from assisting from day-to-day transactions, basic daily accounting for the store, security checks and basic retail store daily maintenance.

Go door-to-door daily in assigned neighborhoods to canvas for willing applicants that desired to donate to the World Vision Charity for third world countries.

Assist in the maintenance and sales in both the furniture and office supplies department. Although was trained to perform the majority of tasks throughout the store.