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.
After moving to California from the Midwest, I completed my bachelor’s degree at Univ. of Phoenix. I also met my husband here and we love to go sailing. I participate in the short trips like to Catalina, while he races offshore to Cabo and Hawaii, and I arrive by plane. I am involved with the SD North County Chamber and volunteer at the Alzheimer’s Association, where they do phenomenal work.
Area(s) of Focus
- Insurance Strategies