Financial independence stems from creating personalized financial strategies and strategic implementation. My mission is to help create and execute superior solutions for my clients, their families and their businesses over a lifetime of changing events.
My core values include: (1) Putting my clients’ interests first (2) Providing superior financial services and (3) acting with integrity and respect.
My goal is by building relationships with my clients, I can help ascertain the goals and visions they have in providing for their families, employees, and communities. In a collaborative effort with their professionals and specialists, our team delivers custom solutions to fulfill legacies, build financial independence, and provide security and success for our clients’ families, businesses and communities.
I am currently a financial services professional with Capital Financial Group, a general agency of Massachusetts Mutual Life Insurance Company (MassMutual) and a graduate of Belmont University – Jack C. Massey School of Business and hold the Master of Accountancy (MACC) designation.
I enjoy spending time outdoors with family and friends.
Area(s) of Focus
- Insurance Strategies