My Goal Is to Own a Farm. But First — I’m Helping Business Owners Protect Theirs.

You’ve worked hard to build your business — and now your employees, your family, and your future depend on it.


I help business owners create protection plans that secure the people they care about and the wealth they’ve worked for.


Because when your business thrives, so does your legacy.

Protecting What Matters Shouldn’t Be Complicated or Cold

I’ve sat with business owners who’ve built incredible companies — but still feel exposed.

Exposed to risk. To turnover. To gaps they didn’t know existed until it was almost too late.

And too often, the people trying to help them are just trying to sell something.

That’s not what this is.

This work — helping you protect your business, your people, and your personal legacy — matters to me because I’m building something too.

My dream is a farm. Not just land — but a space to breathe, to pass something on, to live with intention. A safe place for my children to raise their families or get away from the hustle and bustle of city life.

So I’ve built my business around helping other owners like you secure the future you’re working so hard for.

That includes reviewing your employee benefits, identifying key-person risks, and making sure your personal wealth protection is working with your business — not separate from it.

This is about making protection simple.

Making planning human again.

And giving you clarity without the cold, complicated process so many people expect.

So I took everything I’ve learned from helping business owners — the questions, the blind spots, the “why didn’t anyone tell me this?” moments — and I built something simple, honest, and useful.

Not a PDF to collect dust.


Not a sales pitch wrapped in a fancy name.

Introducing the Legacy Roadmap: A Straightforward Way to Protect What Actually Matters

This roadmap isn’t just about benefits or insurance — though we’ll talk about both.

It’s about looking at your business through a lens that most advisors never bother to use.

It’s about making sure the protections you put in place for your team, your company, and your family actually work together — now and long after you’ve stepped away.

We’ll walk through what you already have in place, where the cracks might be, and what a more integrated, human-centered plan could look like — one that:

✅ Supports your employees with the right benefits (health, life, disability, and more)

🛡️ Protects your business from the loss of key people

💼 Using permanent life insurance strategically — not just for protection, but for building wealth.

🌱 Aligning your financial protection plan with what freedom really looks like for you

And just like the story you’ve read above — this isn’t complicated. It’s not cold. And it’s not about product pushing.

It’s about helping you feel grounded in your decisions, protected in your leadership, and clear on where you’re headed.

📦 WHAT’S INSIDE THE LEGACY ROADMAP?

This isn’t a generic checklist or a templated plan.

It’s a guided, one-on-one review of the protections you have — and the ones you may not realize you’re missing.

Here’s what we’ll walk through together:

  • A full look at your employee benefits: health, dental, life, disability, critical illness, and more — so your team is truly protected and your business can attract and retain strong people.

  • Evaluation of your key-person risk: if a key leader, partner, or top producer was gone tomorrow, would your business survive the shock?

  • Personal protection strategies: how life insurance and related tools can protect your family and create long-term wealth — even after you step away from your business.

  • Integration planning: making sure your business protections and personal protections aren’t working against each other — but instead, strengthening each other

  • A clear, honest conversation: no pressure, no sales script — just clarity and next steps, if and when you’re ready