A Neighbor You Can Trust With What Matters Most

I've lived in Wesley Chapel for over 25 years. My kids go to school here. I shop at the same stores, drive the same roads, and understand the unique risks Florida families face; from an unexpected loss from to the rising cost of long-term care.

With more than 30 years in the insurance industry, I've seen what happens when families are underinsured, over-sold, or simply never given a straight answer. That experience is exactly why I founded Clearview Planning Partners. I offer something different: independent advice from someone who has spent three decades learning what coverage actually works.

As a Chartered Life Underwriter (CLU) and licensed Florida agent in Life, Health & Annuity and Property & Casualty, I bring a depth of expertise that goes beyond the basics. I'm not tied to any single carrier, which means I can shop across dozens of top-rated companies to find coverage that truly fits your life and your budget with no pressure, no upselling.

Whether you're planning for retirement, protecting your family's income, or thinking about long-term care, I'm here to walk you through every option in plain language. Most of my clients become long-term partners with many coming through referrals from neighbors who trusted me with their own families.