The Modern Insurance Agent

 • Helps individuals and business owners build a “privatized bank” using whole life insurance as a core financial strategy
 • Focuses on retirement planning, legacy planning, and creating more liquidity, control, and long-term financial flexibility
 • Uses AI as a practical tool to organize ideas, build presentations, structure workflows, and increase day-to-day efficiency
 • Identifies current market shifts like layoffs as opportunities for smarter financial repositioning and planning strategies
 • Experienced in guiding clients through strategies involving liquidity, equity movement, and tax-advantaged structures
 • Former Navy nuclear technician with a disciplined, high-performance background
 • Interests include BJJ, biking, watches, and anime, reflecting a well-rounded personal life alongside financial expertise