Preparing for the next step in life isn’t always easy. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
I have 11 years’ experience in the insurance and financial services industry in addition to recruiting and training for 8 years. I hold the Registered Financial Consultant (RFC) designation and am a past member of the Million Dollar Round Table (MDRT) and was a NAIFA (National Association of Insurance and Financial Advisors) state chapter officer. I have a huge passion for travel and have enjoyed traveling all around the world with my family. I’m also involved with several organizations within my church community and nationally.
Affiliations & Memberships
Million Dollar Round Table (MDRT)
National Association of Insurance and Financial Advisors (NAIFA)
Member of the Knights of Columbus
Young Catholic Professionals
Member Opus Dei
- Insurance Strategies
- Business Owners
- Retirement Income Planning
- Retirement Strategies
- Business Succession Planning
- Estate Planning