My passion and giftedness come together in serving others. I want to help people make the most of the resources they have been entrusted with.
I have worked in the financial services industry for almost 20 years, and continue to pursue industry accreditation. My goal is for you to feel confident and at peace with your financial decisions – knowing that you have someone on your team who is committed to helping you build a solid financial plan by helping you find the best possible strategies and products at the lowest cost.
Together, we will make steady progress toward fulfilling your goals while eliminating debt, minimizing tax benefits, building an adequate reserve fund, prudently managing risk, preparing for retirement, and finally, planning to leave a lasting legacy. It’s all about being wise with money and living generously in the process.