As a financial advisor at Vision Based Planning, I partner with individuals and families to help them achieve their financial and retirement goals. With over 24 years of experience in the financial services industry, I have the expertise and credentials to provide suitable and personalized advice on retirement income strategies, long-term care insurance, and residential real estate investments.I believe in educating and empowering my clients to understand the rationale and benefits of recommended solutions, and to manage their risk tolerance and investment expectations. I value building long-term relationships based on trust, transparency, and ethics. I am passionate about being a pillar of support and a guide for my clients on their path to financial independence. In my spare time, I enjoy, content creation, sports, aviation, and travel, & I am also a proud veteran of the US Air Force, where I learned the importance of attention to detail and organization.