The Inc Agency

I am a licensed financial professional with 19 years of experience helping individuals, families, healthcare professionals, and employee groups improve their financial wellness. Through educational workshops and personalized consultations, I provide guidance on term life insurance and income protection, retirement planning and rollover options, traditional and Roth IRAs, mutual funds, fixed, indexed, and variable annuities, 401(k), 403(b), and 457(b) retirement plans, 529 education-savings plans, emergency savings, college funding, and debt-reduction strategies.

My approach is educational, practical, and easy to understand. I help clients identify financial gaps, clarify their short- and long-term goals, and take informed steps toward protecting their income, preparing for retirement, and building lasting financial security.