Insurance Strategies, Investment Strategies (Reg. Reps Only), Retirement Strategies, Retirement Income Planning, Business Owners, Group Benefits, Business Succession Planning, Estate Planning, Financial Education, Student Loan Refinancing
Knowledge is the key to a successful financial future. I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them. 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 pride myself on getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
I care deeply for my community and serve as a board member for both United Way of the Mid-Willamette and Isaac’s Room, an organization dedicated to restoring the community by uplifting divested youth by offering mentoring, training, and a place to belong.
I am a financial professional affiliated with Massachusetts Mutual Life Insurance Company (MassMutual). My broad knowledge of insurance and investment products gives my clients the confidence they need when working with a financial services representative.
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