My company is specifically dedicated to the financial growth, visibility, and prosperity of the LGBTQ+ community.
My passion for Identiti Financial was born out of recognizing a vital need within my community. I have worked closely with specialized medical risk teams to implement HIV+ risk programs, contributed to updating underwriting procedures for the transgender community, structured planning for poly-relationships and serve as a resource for foster, adoption, surrogacy, IVF and IUI.
I have a demonstrated history in creating guidance across all stages of life, from risk management, growth and accumulation of wealth, retirement, tax efficiency and strategies for solid long term care protection.
I serve to drive meaningful change in this industry and provide accessibility for our community. I hold the registrations SIE, Series 7, Series 66, LTC and LAH.
