I enjoy working with medical professionals, business owners, and families to enrich their lives by enabling them to secure their financial futures. I have always had an interest in helping people achieve their goals, as well as a strong passion for the world of finance. This combination has led ...more

I enjoy working with medical professionals, business owners, and families to enrich their lives by enabling them to secure their financial futures. I have always had an interest in helping people achieve their goals, as well as a strong passion for the world of finance. This combination has led me to a career in financial services. I love the challenge of helping to manage and protect the wealth of my clients against the twists and turns of today's economy. I add value to my clients by educating them on protection planning, cash flow management, debt management, investing, and retirement planning. Mission Statement: We provide excellence in service and innovative financial product design to help our clients reach their financial objectives in the building, maximization, protection, and enjoyment of wealth. We do this by advocating for them to make informed financial decisions which reflect their value system, love of family, and commitment to community. /COMPLIANCE:2025-57/less