Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
My husband, Michael and I have made Florida our home base for many years. We are the proud parents of Lauren; a sweet daughter that never ceases to entertain us! When not traveling to meet with clients, I enjoy planting with a purpose and gleaning with the Society of St. Andrews to end hunger. I have lived and studied in Peru, Brazil and Argentina.
Most of us are not taught how to manage money or our financial health. My passion is to share with others what I have learned through the years so they do not have to feel confused, frustrated or anxious.
Together, we will create a personalized flexible plan to secure your financial future and the peace of mind you deserve.
Area(s) of Focus
- Business Owners
- Insurance Strategies