Retirement Income Planner and Proud Partner with JBP Group since 2020, addressing retirement education gaps with client-first strategies. Previously at Saybrus Partners (2015-2022), specialized in tax-optimized wealth transfer and succession planning for high-net-worth clients. Earlier, built Securian Financial’s Oregon/SW Washington agency (2000-2015), mentoring advisors in life insurance and retirement solutions. 25+ years refining unbiased, education-driven approaches to secure generational legacies