"I regard myself as first an insurance agent to my clients and then as a financial advisor to them. Insurance is a subset of financial planning, a core to a family’s financial soundness. If I cannot secure that part of my client’s portfolio then there is little adequate financial planning to speak of. I value the trust and confidence of my clients and endeavor to do my very best for each of them. It has always been a pleasure to serve and I hope to continue to do so for many years to come. Do reach out for a chat to assess if our values are aligned and explore if I am able to serve your family's needs."
Years of Service: 8 years
Gender: Female
Certifications: ChFC®, CFP®
Achievements:
MDRT Qualifier
Request Call Back
