HELPING PEOPLE MAKE GREAT DECISIONS ABOUT THEIR FINANCES
I am here to assist you in navigating your financial life for the purpose of making your whole life better. I offer a proactive, consultative approach to help you strive to avoid obstacles and take advantage of opportunities based on your specific situation.
This is your life and your finances are an important part of it. I work with my clients to help them with their questions as well as keep them up to date on what they need to be looking at in the future. Opportunities can quickly become obstacles if we are not prepared for them and miss out so I help people with what's happening now and what's on the horizon.
I believe the best service I can give is specific to your unique needs, wants and desires. I develop strategies that address your unique situation. My focus is to ask questions and listen so I can understand you, what you want and how you want to do it.
EXPERIENCE AND TRAINING
I am committed to life-long learning and professional education. I hold multiple professional designations for financial planning. I have nearly 30 years experience as a licensed securities registered representative as well as life and health insurance.
RESOURCES AND MATERIALS
I have professional resources I draw upon to help with my clients' needs. These includes support for all phases of financial planning, estate planning, special needs planning, as well as specific products like life and health insurance, long-term care, Medicare Supplement, and so on. I also offer education and resources for my clients through seminars, online meetings, booklets, fact sheets and other publications so they can better understand the financial landscape.
PLEASE FIND SPECIFIC OFFERS FOR YOUR NEEDS ON THIS WEBSITE
I work from a place of abundance and freely share offers for timely educational and Informational resources for your stage in life on this website. I want to give as much as possible so that people know I am truly here to assist them.
Contact me directly for more details on how I may be able to help you with your specific needs by CLICKING HERE
I will reply by email, or by phone if you request. Your personal information is never shared and you always get to decide if I continue to contact you or not.
FIND OUT MORE ABOUT WHAT I DO AND HOW I WORK WITH YOU
Please take your time reviewing my website and take advantage of having an experienced, trained Financial Advisor working for you. CLICK HERE to take a closer look the people I serve and how I work with them.