I provide financial guidance to families and businesses by focusing on goals and desired outcomes. I look at you and your economic life value holistically to help ensure that we protect your most valuable asset: your earning potential.
With the support of Team Financial Partners, a general agency with the insurance companies of OneAmerica®, I offer a wide range of products and services to help you with protecting your income, assets and legacy.
As a military wife, step mom and 30 years a professional business woman, I know first-hand the intricacies of a family's financial well-being. Using skills in these areas, I help define the needs of clients by listening, analyzing and redefining the picture of asset protection and retirement strategies. Currently, I hold FINRA Series 6 and Series 63, Life and Health Insurance, Long Term Care, and Property and Casualty licenses. To keep up with the laws and regulations concerning retirement strategies, I continue my education on a regular basis.
Insurance Licensed in Ca #0F75920
I am dedicated to serving small business markets and working with certified public accountants (CPAs) and attorneys to serve small- to mid-sized business owners. I also help families and individuals get the stability needed to face life's surprises. I work in sync with all of my clients to articulate their financial goals, review the present state of their financial health, identify gaps and offer strategies to help guide them up and down the financial mountain.