In my career, what drives me to help my clients is to help them realize their most important goals and objectives. Over the years, I have developed strategies for my clients to help them grow and protect their money. In working with healthcare and technology executives, I understand the unique financial situation that you have. In that, my job is to guide you to reaching your goals with a strong peace of mind and a sense of clarity, knowing that the work we do together will be meaningful to you, your family and the causes you care about. Throughout life, we all have to make tough decisions with money. It's helpful when you aren't making those decisions alone. 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.I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Neither Compass Financial Pathways LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Compass Financial Pathways LLC is not owned or operated by New York Life Insurance Company or its affiliates. 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.I am not licensed in all jurisdictions.CA ins lic #0E64535.Registered Branch Address:3000 Bayport Drive, Suite 1100Tampa, FL 33607(813)546-1876*The Million Dollar Round Table(MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard ofexcellence for life insurance sales performance in the insurance and financial services industry.