I have been in the financial services field for over 10 years. As a former public school teacher, I have a deep desire to help others. I am passionate about taking an educational and consultative approach to personal finances. I look to develop long-term relationships with my clients based on communication and trust. My faith and my family are of utmost importance to me, and I look to work with and help my clients on what is most important to them.
Our company's mission statement is to help families earn more income, become properly protected, debt free, and financially independent.
I am looking to connect with individuals and/or couples interested in working with an advisor who will walk along side them and will help them make their financial moving pieces work together to achieve their current and future financial goals. They may be looking for a second opinion, or may have never have worked with an advisor before.
Additionally, I am looking to connect with small businesses regarding their business retirement plans in order to bring potential financial savings to the businesses and more value to their employees from an education and service perspective.
