OT Financial

My journey into the financial industry wasn't just a career choice, it was a calling. I witnessed firsthand how the lack of financial education left families struggling, friends overwhelmed by debt, and individuals uncertain about their financial futures. Seeing the impact of financial hardship in my own community, I knew I had to do something.

This is why I built OT Financial, to bridge the gap between financial uncertainty and financial empowerment. We provide strategic wealth management coaching, retirement planning, and financial education to help individuals and organizations take control of their money and create lasting financial stability.

I’m a U.S. Marine Corps veteran, financial wellness coach, wealth management advisor, and licensed insurance agency owner. I help driven professionals grow their income, build wealth, and create generational impact through life and health insurance. I’ve also trained hundreds of agents across the country and speak nationally on financial empowerment.

I help both new and experienced agents grow their income, master sales, and build real wealth with life and health insurance. Whether you’re just starting out or ready to scale, I provide the tools, training, and support to help you win big in this industry.