Committed to providing impeccable service and trusted advice, I work hard to offer a number of unique benefits to my clients, including:

Relationship Building

I am committed to building long-lasting relationships with clients and seek to work with them throughout the milestones of their life, whether they’re growing their families, changing careers, or transitioning into retirement.

Experience

I have more than 15 years of experience in the financial services industry. Using my knowledge, I can explain complicated concepts or strategies that may help clients better understand their finances and opportunities.

Communication

My goal is to offer consistent communication to my clients and make it easy and comfortable for them to contact me when they have questions or concerns. I strive to respond to all phone calls and emails in a timely manner and am available to meet with clients in-person, on the phone, or via web-based software.

Education

I believe that by understanding their finances and opportunities, clients can feel more confident making decisions and pursuing their goals. Whether it’s one-on-one in a meeting or at a group seminar, I offer ongoing education on a wide variety of topics, from understanding Medicare supplements to organizing your financial life.