Qualifications

I am dedicated to developing lasting relationships with all my clients. I believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. The personalized program can provide you with a roadmap to working toward a more secure financial future.

I'm looking forward to using my expertise to help you pursue your financial goals and objectives!

I've had my California Insurance License #0E29145 since 2004 and my Wisconsin license since 2021.  I've been a member of the National Ethics Association since 2005, and have my Bachelor of Arts from Michigan State University (Major Communications, Minor Psychology), 1989. 

Life outside of work:  I have been married for 30 years and have two wonderful boys.  I am involved with Rooms of Hope, which is a charity that provides dream room makeovers to children with life-threatening illnesses.  I am in a gourmet cooking club, love to read and am one of the rare individuals that actually likes to work-out!  I am a past PTA president, have coached Little League baseball for six years and love having fun with my boys.