I transitioned out of Edward Jones in April 2016. I have about 8 years in the financial industry. I love what I do and am looking to expand more.
I am exploring acquisitions as well as my traditional means of growing my practice. I am a full service, client-focused firm. I offer a wide variety of options to meet the present and growing needs of our present and future clients.
I work in all lines of investments as needed, Life Insurance (for income and protection), LTC, Estate Planning (and strategic implementation), business consulting, and career coaching. My business has grown primarily from referrals as a result of our high focus on service.