Life insurance. Cash value. Retirement strategies. You've heard the buzzwords. I'll help you understand your options, ask better questions, and decide what actually fits your life.
No pressure. No jargon. Just a real conversation.

Before I became an independent insurance broker, I was a professional quarterback, coach, and educator. I also earned a master's degree in leadership and development.
What do those experiences have in common? Helping people understand the game plan.
Today, I bring that same approach to life insurance, cash value strategies, and retirement planning.
My job isn't to convince you that every strategy is right for you. It's to help you understand your options, recognize the trade-offs, and make an informed decision for yourself and your family.
No confusing playbook. No financial gymnastics. Just a real conversation and a strategy that makes sense.

Life insurance. Cash value. Retirement strategies. You've heard the buzzwords. I'll help you understand your options, ask better questions, and decide what actually fits your life.
No pressure. No jargon. Just a real conversation.
Not ready for another hour-long sales pitch? Good. Pick the approach that works for you.
Share your goals, see the strategies on screen, and get your questions answered in real time.
Choose a Zoom time →Prefer a quick conversation? We'll start with what matters and see whether it makes sense to go further.
Schedule a call →Answer a few questions so I can prepare an educational, personalized starting point for us to review.
Complete the intake →Short videos. Plain English. Me answering the questions people ask before they feel comfortable moving forward.
Husband. Dad. Former professional quarterback. Educator. And the person behind GenWealth Tutor.
My career has taken me from leading teams on the football field to helping families understand important financial decisions. My approach hasn't changed: prepare well, explain clearly, and put people first.
My job isn't to talk you into a policy. It's to help you understand your choices and make an informed decision.
Meet with Jonathan →Faster. Better. Easier. Cleaner.
