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Equipped with an engineering degree from West Point and experience solving complex problems and achieving success in diverse industries, I’ve cracked the code on designing and implementing solutions for optimal investment and insurance needs.

As once said by the famous philosopher Plato, “Necessity is the mother of invention.” After building personal wealth and decades working with different investment advisors and insurance agents, I was compelled to become a licensed expert and put all the pieces together for myself.

I provide a service-oriented business to help others gain this same “peace of mind” when it comes to investment and insurance strategies.

I specialize in helping clients that are frustrated trying to navigate the complex and confusing investment and insurance landscape.

With a passion for helping others, I enjoy sharing the investment and insurance solutions that I personally use to help clients gain much deserved peace of mind. My mission is to be a trusted
“no fee” resource designing and implementing investment repositioning strategies focused on principal protection and growth potential with income options as well as optimal insurance solutions.

I own the investment and insurance firm Fiscal Designs and serve as an Independent Agent since it allows me access to the best available products in the industry in support of my clients.

I support clients across the country and maintain all appropriate and necessary licenses and insurance and specific state education requirements.

Fiscal Designs is a Service-Disabled Veteran Owned Small Business (SDVOSB)

Our MISSION is dedicated to

Investment portfolios include principal protection.

Diversified portfolios for competitive growth potential.

No added advisory fees.

Access to “Best in Class” products.

Insurance strategies for appropriate protection.

Tax diversification strategies for individuals and business owners.