Broker Check

Our Mission & Philosopy


Company Overview

The Sterling Insurance & Financial Group is committed to helping you pursue wealth, wisdom, and well-being. We have provided sustainable, long-term solutions to individuals, families, business owners and companies since 2006.

Our experienced team utilizes holistic wealth management strategies to deliver a turnkey, step-by-step process that starts with the end in mind. We work alongside you to determine your goals and aspirations, then develop a comprehensive plan to achieve them. We offer a powerful, yet easy to understand, process that maximizes the use of money for wealth building and protection.

Sterling is committed to building long-term relationships through reliable, personable and collaborative insight. We provide an array of asset allocation options to help accomplish many of life’s financial wealth accumulation and protection goals. Our network of trusted professionals helps us implement strategies related to legal, tax, and investments. Most importantly, we work in a fiduciary capacity – delivering independent advice in the best interest of you, the client.

For more information on how we serve individuals and businesses, please visit our website at


Executive Overview

Since founding The Sterling Insurance & Financial Group in 2006, I have always emphasized the importance of a client-first approach. Not only do I assist businesses and professionals with developing sustainable, long-term financial solutions, but my top priority is establishing meaningful relationships with each client to truly make an impact.

With almost three decades of experience, I have obtained expertise in the non-profit, private, and education sectors allowing me to help educate clients in making sound decisions. I have been privileged with bringing financial success to hundreds of professionals nationwide, utilizing a holistic approach to build a unique and effective financial plan.

Our client-first approach starts with the end in mind. I take the time to understand each clients’ financial goals and develop a customized, thorough plan to achieve them. We leverage the strengths of our network of professional entities in the design, implementation, and maintenance of your plan. Most importantly, our team is committed to working in a fiduciary capacity and ensures we deliver independent advice in the best interest of you, the client.