Your financial professional
Education first. Family always.
F&G Health & Wealth Group helps individuals, families, and business owners protect their health, secure their finances, and prepare confidently for the future. The approach is simple: educate, guide, and empower — every concept explained in clear, simple language before any decision is made.
You will never be rushed or sold to. You will leave every conversation understanding exactly what you have, what you may be missing, and what your options cost.
Licensed insurance agent · NPN 20988225
Serving all 50 states
Monday–Friday, 9 AM–6 PM
950 Broadway, Tacoma, WA 98402
How I work with you
- 1
Listen
We start with your goals, your family, and what you already have in place.
- 2
Educate
You learn how each option works in plain language — no jargon, no pressure.
- 3
Guide
Together we choose the protection and plans that fit your budget today.
- 4
Support
As your life changes, we review and adjust — you are never on your own.
Services, explained simply
Every conversation is educational. Products and availability vary by state, and nothing here is legal or tax advice — it is guidance to help you decide with confidence.
Life insurance
Term, whole life, and indexed universal life (IUL) — explained in plain language so you pick what truly fits your family and budget. Coverage can begin as low as $30 a month.
Living benefits
Protection you can use while you are living — for qualifying critical, chronic, or terminal illness, critical injury, and Alzheimer's — so a diagnosis does not become a financial crisis.
Health coverage and open enrollment
Guidance through Individual and Family Marketplace plans, Medicare Annual Open Enrollment, Apple Health, and Special Enrollment after qualifying life events.
Retirement and wealth
401(k) rollovers, Roth IRAs, annuities, and college-saving strategies — steady, understandable steps toward the future you want.
Income and home protection
Mortgage protection, disability income, and final-expense coverage so your income, your home, and your family stay secure if life changes suddenly.
Wills and trusts education
Clear education and setup guidance for wills and trusts, so the legacy you build reaches the people you love.
Ready when you are.
A complimentary 30-minute conversation — education first, decisions when you are comfortable.
Book your free review