Financial strategy and mentorship shaped by the Five Fs: Faith, Family, Finance, Fitness, and Fun.
Dedicated to helping people protect what matters most while building a more secure and intentional financial future.
Project Me Venture brings together insurance-based protection, estate planning support, retirement-focused options, and business mentorship so families and individuals can make stronger financial decisions.
The business message stays centered on strategy, education, and relationship-led service designed to help clients act with more confidence and clarity.
Faith, Family, Finance, Fitness, and Fun become the framework that ties the service approach together.
A practical section for legacy preparation, document planning, and family protection priorities.
A focused group of solutions for protection, cash-value growth, and retirement-oriented planning.
Support for income pressure, supplemental protection, and personal or business growth guidance.
A trusted estate-planning relationship strengthens the legal and legacy side of the client journey.
Nationwide support and structured planning help reinforce credibility and consistency.
ITS is presented as a long-established estate-planning partner serving clients nationwide.
Partner credibility, national reach, and established planning experience.
Structured planning, quality standards, and reputation-based reassurance.
A clean place for proof points and compliance-oriented messaging.
The people behind Project Me Venture, working together to serve clients with clarity, strategy, and care.
Head of Client Success
Focused on helping clients move smoothly from first conversation to the next best step.
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Chief Strategy
Helping shape the strategic direction behind growth, communication, and execution.
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Managing Partner
Leading the business with a focus on service, trust, and long-term relationships.
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Intake Advisor
Supporting intake, early conversations, and a clear onboarding path for new prospects.
Click to view full bioReach out for guidance, questions, opportunities, or the next step in your planning process.
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