As a financial services professional, I help my clients make informed and meaningful financial decisions based on their unique values, needs and priorities. Together, my clients and I build a financial strategy that encourages them to think about where they’ve come from, where they’re going, and what they’ll leave behind. I am driven by a strong commitment to service and the community. My goal is to provide a new level of attention, insight and capability to help my clients build a foundation for meeting milestone life events such as retirement or college. I am also specialized in training on products and services for small business owners with an emphasis on business continuity.
I am married with children and grandchildren and I enjoy being with family and friends. In my spare time, I love to travel, watch sports, work in my garden, or cook up a great meal for my family.