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About
Money Tree Tax & Insurance Strategies
Our Story
Most of the people I work with did what they were supposed to do for years — save, invest, build, and prepare for retirement. But as retirement gets closer, the questions change. It’s no longer about growing the money. It becomes about how to use it, how to protect it, and how to keep more of it when taxes, timing, required distributions, and Medicare all start affecting the outcome.
That’s the reason Money Tree Tax & Insurance Strategies exists. After 25 years in tax and accounting, and now as a licensed insurance producer, I kept seeing the same problem: people spent decades building wealth but had no real plan for turning it into income.
That’s where we come in. We help build retirement income strategies designed to create dependable cash flow, reduce unnecessary tax exposure, and bring more structure to the years ahead.
My Clients
Who I Work With
High-income professionals who have spent decades building — and are now asking the right question about what comes next.
Physicians & Medical Professionals
High earners with complex income structures, student loan history, and limited time to manage their financial picture. Retirement needs a plan that matches the career they built.
Executives & Senior Managers
Strong 401(k) balances, deferred compensation, and equity — but very few have a coordinated plan for turning those assets into tax-efficient retirement income.
Business Owners
Wealth tied up in the business, inconsistent income, and no pension safety net. The transition out requires a different kind of planning than most advisors offer.
Typically within 5 to 15 years of retirement
Close enough that the decisions you make now will shape everything — but with enough runway to do something about it. That's exactly when this kind of planning matters most.
For Insurance Producers
I Also Train Producers
Beyond client work, I created The Producer's Path — a self-paced training program for insurance producers who want to build their practice around strategy and tax awareness, not just product sales. The curriculum takes producers from novice to confident retirement income architects, teaching them to diagnose a client's full picture before a single product is discussed.
Learn About The Producer's Path →Self-paced courses covering diagnostics, IUL, annuities, sales, and retirement income architecture
Years in tax compliance and accounting — the lens most producer training completely ignores
Doors open July 14, 2026 — Founding Member rate closes June 30
Grow with Money Tree
Our strategic process helps you uncover hidden opportunties, eliminate ineficiencies, and build a tax-efficient financial foundation for life.
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