Why work with us

Protecting What Matters Most

Money Sentinels was born from a desire to do better. After working in the insurance industry and witnessing poor leadership and outdated practices, I made it a point to find a better way. Too often, insurance agents are trained to sell rather than educate—focused more on quotas than truly helping clients secure their futures. I started Money Sentinels with the purpose to empower you to become the fiduciary of your own finances, giving you the knowledge and resources to take charge of your financial future with confidence.

With roots in Washington State and a mission to partner with some of the most talented professionals in estate planning, tax strategies, and wealth preservation, I sincerely look forward to serving you in your brighter future.

Bridging the Gap in the Industry

The insurance industry has a serious gap: too many agents don’t fully understand the products they sell. They follow scripts, and often leave clients with solutions that don’t truly meet their needs. At Money Sentinels, we see things differently. We take the time to understand your goals, your assets, and your dreams, crafting strategies that work for you. Our team includes specialists in:

• Cash-Accumulating Insurance Contracts: These aren’t just policies—they’re powerful tools that grow your wealth, and provide financial liquidity during the years leading up to your retirement, or your kids' college education. 
• Estate Planning: Partnering with experts, we help ensure your legacy is protected and transferred seamlessly tax-free to the next generation.
• Tax Strategies: We focus on minimizing taxes legally and maximizing your income so you can keep more of what you’ve earned.

This all-encompassing approach means you’re not just getting an insurance policy—you’re getting a roadmap to financial security, guided by a team who genuinely cares about your financial security.