Qualifications
Qualifications
I have been working with individuals and businesses in the area for more than 20 years and hold the required certifications to offer investments, annuities, life insurance and long-term care insurance.
I am also a collaboratively trained professional and can assist those individuals who are divorcing using the collaborative process.
If you have questions or just need additional information in any of these areas, please feel free to reach out to me! There is never a charge for me to answer your questions!
One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. The personalized program that I provide is a roadmap to working toward a more secure financial future.
I look forward to using my expertise to help you pursue and achieve your financial goals!