Multiple locations
I educate people on how the financial world works and help them make better informed decisions based on their individual needs. Building a relationship with my clients is important for me to look out for them and make sure I bring what they need to the table.
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What do you love most about your job?
Bring value and information to people which helps them to feel better about their financial world and reducing financial related stress.
What inspired you to start your own business?
I saw how my own families financial world changed and felt like more people needed the same information to better their lives
Can you provide your services online or remotely? If so, please add details.
Yes, I can do my business online using video communication
What changes have you made to keep your customers safe from Covid-19?
Provided more online communication services so we don't have to meet in person.
Financial Planning
I bring my knowledge of the financial world to you and help you plan for your financial needs where they are at today and where you want to be in the future
Small Businesses
I help small business with insurances, Health and Dental Benefits, and Group investment plans