I used to spend my days in physicians' offices. Now I protect their income.
Before insurance, I was a Specialty Pharmaceutical Representative working alongside physicians, nurses, and administrators. Today I help them, and the business owners and executives they work with, protect their income, their families, and what they've built.
Two kinds of people. One standard of care.
I spent years inside the healthcare industry, and I work alongside business owners and executives every day. I know where the gaps hide, because most people only find them when it's too late.
Healthcare Professionals
Physicians, administrators, NPs, PAs, CRNAs, and nurses
- Coverage that stays with you when you change hospitals, travel, or go PRN
- Protecting a high income that took years of school and student debt to earn
- Planning for the years of training, debt, and delayed earning that come with medicine
- Coverage you lock in early, while you're young and healthy
Business Owners & Executives
Founders, partners, and corporate leaders
- Key person coverage, so one loss doesn't sink the company
- Buy-sell funding, so your partners and your family are both protected
- Keeping business debt from landing on your spouse and kids
- Closing the gap between employer group coverage and what your family actually needs
What I help you put in place
Life Insurance
Term and permanent coverage sized to your real obligations: mortgage, kids, income, and legacy.
Disability Insurance
Your ability to earn is your biggest asset. Disability coverage replaces part of your paycheck if illness or injury keeps you from working.
Long-Term Care Planning
A plan for extended care costs, so a long illness doesn't drain your savings or land on your family.
Living Benefits
Life coverage that may let you access part of the benefit early if you're diagnosed with a serious illness.
Business Protection
Key person and buy-sell strategies that keep your business standing and your partnerships clean.
Coverage Review
Already have a policy? I'll show you what it actually covers, what it doesn't, and what it costs you.
Here's exactly what happens after you book.
Intro Call
A short conversation. You tell me what matters, what you already have, and what keeps you up at night.
Gap Review
I map your current coverage against your real risks and show you exactly where you're exposed.
Plan & Follow-Through
A clear recommendation you can say yes or no to. Then I check in as your life and career change.
I've spent my life preparing for what can go wrong.
Preparation is protection. I learned it on the field, and I bring it to every client.
I'm from Rome, Georgia, and I'm a graduate of the University of Notre Dame, where I played Division I football. The biggest lesson the game taught me had nothing to do with talent. The teams still standing at the end are the ones that prepared for what could go wrong.
Before financial services, I was a Specialty Pharmaceutical Representative, working alongside the physicians, nurses, and administrators who keep our hospitals and clinics running. I saw how hard they work, and how rarely anyone sits down with them to protect what that work is building.
Now that's my work. I help healthcare professionals, business owners, and executives understand what they have, find the gaps, and put real protection in place.
- 01Start EarlyThe best time to protect your income is before you need to.
- 02Explain EverythingIf you can't explain your coverage to your family, I haven't done my job.
- 03Show Up AfterI'm still around when your career, family, or business changes.
I already have disability insurance through work. Isn't that enough?
It's a good start, but group plans often cap benefits at a monthly maximum, may define disability more broadly after the first couple of years, and usually end when you change jobs. Benefits are also generally taxable when your employer pays the premium. I'll show you exactly what your plan covers and where the gaps are.
What does "own-occupation" disability coverage mean?
An own-occupation policy pays if you can no longer perform the material duties of your own occupation, even if you can work in a different role. For physicians, CRNAs, and other specialists, it is often the most important definition in the policy.
When should I start planning for long-term care?
Many people start in their 40s or 50s. Coverage is medically underwritten, so the earlier you look, the more likely you are to qualify and the more options you have.
Is my employer's life insurance enough?
Group life is often one or two times your salary, and it may not follow you if you change jobs. For most households with a mortgage, children, or a business, that leaves a gap worth reviewing.
What happens on the first call?
We talk for a few minutes about your situation, what coverage you already have, and what matters most to you. If there's a gap, I'll explain your options in plain language. You decide if and when to move forward.
Which states do you work in?
I'm licensed in Georgia, Florida, Alabama, Tennessee, Pennsylvania, Maryland, and the District of Columbia, and I work with clients by phone and video across all of them.
Straight answers to the questions I hear most.
Disability Insurance for Physicians: What Own-Occupation Really Means
Read →For Nurses, NPs, PAs & CRNAsDisability Insurance for Nurses, NPs, PAs, and CRNAs
Read →For Business OwnersKey Person Insurance and Buy-Sell Funding: Protecting the Business You Built
Read →For Families Planning AheadLong-Term Care Planning: Your Options Before You Need Them
Read →For Executives & High EarnersIs Your Employer's Group Life Insurance Enough?
Read →I founded Rome Youth Athletic Club, a 501(c)(3) nonprofit that builds youth through sports, academics, and mentorship.
Book a call.
Pick a time on my calendar, call or text, or send a note below. I reply within one business day.
Pick a Time on Calendly