DE Strategies

I was inspired to start my own business after 28 years of working in the airline industry. The instability of the industry, along with significant health issues, inspired me to pursue business ownership in 2014. The opportunity to become a Franchise Broker presented itself. I embraced it with open arms because of my strong desire to help others safely find control, freedom, and wealth that business ownership can provide.

After years of helping others become business owners, I've realized a desperate need for financial services, not only to protect and preserve the wealth of business owners but for individuals as well. I have always had an unusually high interest in taxes, investments, and preparing for retirement.

Clearly, understanding the effects of our choices during our working years and in retirement can be overwhelming to many. Because of my strong desire to help others be successful, I decided to implement financial services into my business, not only to support owners but also to help all families become financially independent. I know from my own experience of diligently preparing and now navigating retirement the peace of mind you will have when you have a strategy in place.

I'm not good at sales. I believe education is the key to overcoming fears and having a clear understanding of the many options available so a well-informed decision can be made. My goal is to understand the vision of each person I serve, so I can develop a tailored strategy that will help them achieve their goals. With self-discovery, education, and guidance, I give them the confidence to make a well-educated decision. I will walk with you every step of the way.

Yes. We can guide our clients easily through our educational information via zoom.

Not applicable. Remote services are offered via Zoom and regular phone calls.