Insurance Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Charitable Giving, Risk Management Strategies, Estate Planning, Business Succession Planning
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.
I was born in small Missouri town and enjoyed the Midwestern lifestyle. When it came time to move on and choose where I was going to attend college, I used my golf abilities to earn a golf scholarship at New Mexico State University in Las Cruces, New Mexico. There I honed my skills and found my passion for finance in the classroom. I graduated with a Bachelors in Finance, and as a starting member of the Men's Golf Team. Shortly after college, I turned professional in golf and pursued the dream. Golf took me all over the country, and I was fortunate enough to play tremendous venues and meet even better people along the way. I was able to win a few small events, but ultimately realized I wanted a career in finance.
The people skills I learned traveling the country, and knowledge I learned in the classroom, have lead to me choosing this career. I truly enjoy learning about someone's life, their current situation and figuring out the best way to help them get to where they ultamitely want to be. They joy on people's faces when they realize their future is within grasp, is unmeasureable. I live in Vancouver, and couldn't have asked for a better place to set down roots. I look forward to the ever changing landscape and adventures that cross my path.
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