I’m the Founder of AMG Legacy Advisors/Managing partner at ATM Financial Partners and author of Leveraging Life: Unlocking the Wealth-Building Power of Life Insurance. For over two decades, I’ve helped professionals and business owners protect, grow, and pass on their wealth. I consider myself a Wealth Practitioner—someone who helps people see wealth as more than money. My approach bridges the worlds of insurance, investing, and lending to create clear, coordinated strategies that build confidence, tax efficiency, and lasting legacy. What I love most about this work is showing people strategies they’ve never heard of—like premium financing, where you can use the bank’s money to fund your retirement plan or life insurance while keeping your own capital working for you. It’s the same concept the wealthy have used for decades, and once you understand it, you’ll never look at financial planning the same way again. At my core, I believe true wealth isn’t just what you accumulate—it’s what you pass on, both in assets and in impact.