Knowledge is the key to a successful financial future. I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them. 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.
As a mom of 5 I understand in a unique way, not only the importance and urgency of planning, but the freedom that financial security lends in being able to enjoy all life's moments. When I am not connecting with clients, you can find me soaking up every precious moment with these wonderful children of mine.
I am licensed to sell insurance in: AL, FL, MI, MN, OH, PA, SC, TX, VA, AR Insurance License # 19574145, CA Insurance License # 4324124.