My husband and I have a full-service insurance agency of which I handle all the retirement planning, as well as health/Medicare, life, and disability insurances for our clients.

My blood runs Scarlet and Gray from my days at The Ohio State University after which I entered the IT industry in the early 1990s.  I also earned my MBA and worked abroad for several years.  In 2001, my husband of 30+ years started his own insurance agency, and I joined him after our 3 amazing kids were stable in elementary school.  These kids are now teenagers looking forward to college and careers of their own, but we still camp, hike, and play pickleball together.

It’s been over 8 years now since I’ve been helping people in my current role. 

What Do I Do? I use a proprietary SYSTEM to build a personalized private pension just for you.

The Best Part? You will wake up each morning knowing that you’ve got a plan that protects your family and builds a tax- free income – for life!

No more worrying about the ups and downs of the market.

No more wondering if you’ll have enough money to retire.

No more worrying who is going to take care of your kids or your business if you can’t.

No more of the government telling you how much or when you can save or how much tax to pay.

No more being told when or how you can use your money.

Stop worrying and put saving for your family’s future in cruise control using your personal pension plan to build True Wealth systematically and use it when and how you want!

Who’s This For?

People who: Are successful but want to maximize the benefits of their efforts • That are used to investing in themselves and their business • That want to STOP chasing the market • That want to STOP going backwards every time the market corrects • That want to KNOW that they’ll get the most income from their savings in retirement • That want to know that their savings aren’t controlled by the government or an employer • That want to put their savings in auto-pilot and enjoy the benefits of planning • Understand it’s not what you Earn but what you KEEP that matters • They want to know that their family are taken care of NO MATTER WHAT!

This is not a fit for everyone

This is not for you if: You can’t commit to a long term plan • Want a quick fix for a long-term problem • Aren’t willing to save for your family’s future • Want something for nothing

The BIG Question – Would your time be better spent working a blueprint that provides your family a pathway to TRUE WEALTH, or what you’re doing now?

You can start right away.