Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
I joined MassMutual in June of 2016, with 2 years previous experience from Foresters Financial Services. I found my passion for this career through the understanding that financial knowledge should not be a rarity, and that the average, everyday family (like the one I grew up in) deserves to be well educated and confident that they have a plan for their future. Being that I am happily engaged to a middle school teacher, I found my calling with helping educators just like him. In the past I have volunteered with multiple school districts throughout the valley where I have helped in classroom projects, sponsored a $2,500 book grant, and ran educational workshops for teachers and staff for personal financial literacy. I’ve worked with the Ronald McDonald house to cook meals for the resident families, as well as volunteered with the organization “Kaboom!” where I personally helped build a playground for a low-income community school in Avondale, AZ. Through all these efforts I have made it a personal mission to impact the lives of others, focusing first on their financial health and protection of their lives.
In my personal time I enjoy watching movies, going to concerts, and taking ballet classes on the weekends. I have the two most adorable dogs on the planet and my true happiness is found when I am at home with them and my fiancé, curled up watching a movie.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies