I feel very privileged to have worked as a financial security advisor since 1998. I work hard to provide solutions that benefit and enrich the lives of the many wonderful people I call clients.
My primary objective is to help clients build sustainable lifestyles. I assist clients in determining their future goals – for the next year or the next decade. Then, using a mixture of insurance and investment products, I build a personalized financial security plan that will help make those goals a reality.
My business is built on relationships. Over the years, many friends have become clients and many clients have become friends. Many clients have sent referrals my way, and I’m grateful to have received so many votes of confidence.
Please contact me if you have any questions about your own financial security plan or my process.