Helping families protect their future with confidence and care.






















For over seven years, Pat has dedicated his career to helping families build lasting financial security and peace of mind. He has supported more than 800 families with life insurance, mortgage protection, and retirement planning—ensuring they are protected long before disaster strikes.
Pat also specializes in helping clients eliminate debt in half the time or faster, without increasing their monthly expenses. He believes financial protection is more than a policy—it’s a promise to safeguard what matters most.
As a husband, father of four, and dog owner, Pat understands the importance of planning for the future. His mission is to strengthen his community through education and personalized strategies that build true financial resilience.
If you’re ready to take control of your financial future, Pat invites you to connect and begin building your protection plan today.
Years Experience
Families Helped
in Annuities Secured

We start with a short call to understand your goals - family protection, retirement, or wealth-building.

Pat and his team create clear, tailored strategies using trusted carriers and proven products that match your needs.

We finalize your plan and review it regularly to ensure you're on track for lasting financial freedom.
Schedule your free consulation to get clear on your best next step.
Financial peace starts with a plan - and a guide who cares.
Protect your loved ones with tailored coverage that safeguards your family and future.
Secure your home with protection that ensures your mortgage is covered, no matter what happens.
Build a smart strategy to fund education and invest in your children’s future.
Create a sustainable path to live debt-free & protect your assets.
Use your life insurance policy to become your own banker.
Strategies to build and access wealth without tax surprises.
Ready to talk through your goals?
443-691-2178
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