Broker Check

My Story

Life is a wonderful gift filled with many events that shape who we are and what we stand for. For me, it was my life events that shaped my mission to be a character of significance in people’s lives. I went through an “unexpected life event” when I lost my husband suddenly and unexpectedly during the early building stages of our family life. I became an instant single mother of our two young sons and the head of household that ran on two incomes. My life changed in an instant and I can admit, I was not prepared for it. The journey I had to walk through taught me a tremendous amount about not only the financial aspects of helping others but the emotional and “real life” elements that do not show up on a financial document or plan. These life lessons have better prepared & equipped me to walk my clients through their different seasons of their life with passion and purpose.


I look forward to the opportunity to understand your story!


                       

Suggested Content

The Pros and Cons of an NUA Strategy

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Learn More
Social Media: #NewestBusinessLiabilityRisk

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Learn More
Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Learn More