Focus: Insurance Strategies, Investment Strategies
After staying home for 19 years to raise 3 kids while caring for my mother who has dementia, I was ready to get back into the workforce to resurrect my sales career! However, this time I wanted something that I truly cared about. Because of my passion for family and my understanding of the different seasons of life which includes the risk of an unplanned illness, I sought a position in which I could share my knowledge. The importance of protection strategies as they relate to retirement impacts everyone I know.
Prior to working at MassMutual Carolinas and then joining Smart Retirement Strategies, I gained my knowledge from major players in the protection industry. I helped financial professionals who knew that protection was the right thing to provide but didn’t know how to communicate that message and develop the appropriate solution.
Our team at Smart Retirement Strategies focuses on holistic financial planning to build a retirement framework integrating wealth management and risk management specific to each person. In doing so, my emphasis is to protect families, businesses, and individuals from unknown threats that could potentially risk the best of plans. One of the reasons I got into this industry, and the most rewarding part about my job, is that I love to help people in making difficult choices, especially if it helps to create confidence in the future.
Outside of work, I’m active at my church, Sardis Presbyterian. I love to cook, entertain friends & family, and be active outdoors! I’ve been married to my husband, Mark, for more than 31 years and have three adult children who have pursued their own vision of success.
I am licensed to sell insurance products in the following jurisdictions: GA, NC, and SC.
I cannot communicate with, nor respond to requests from users who reside in jurisdictions where I am not licensed to conduct insurance and/or securities business. State of Domicile: NC. I am a registered representative of and offer securities through MML Investors Services, LLC, Member SIPC (www.SIPC.org). Supervisory Office: 4350 Congress Street, Suite 300, Charlotte, NC 28209. 704-557-9600. Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies
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4350 Congress Street #300
Charlotte, NC 28209