In what I expect to be my last working chapter in life, I am currently a Life & Health Insurance agent and NSA- Notary Signing Agent, a Notary Public. Recently Retired as an IAR, Investment Advisor Representative. A Registered Fiduciary in business since 2000. For nearly a quarter of a century, I've helped Families, Professionals, and Small Business Owners with the following: I helped Successful Individuals and Professionals Reduce Risk, Protect Principal, grow their Assets, and Increase Profits, thereby Securing their Families Future. And Small Business Owners to gain increased productivity, and lower expenses, while providing valuable benefits to employees-that comes at no-cost (zero) to your business. Thereby keeping more of what you earn in your pocket- NOT Uncle Sam’s.
I have helped clients break through the barriers. Leveraging planning strategies specifically designed to exceed personal and business goals. I have found that the busier one gets, the more successful you become, the worse the situation gets as it relates to spending, and the ability to keep all of the plates spinning in the air.
Personal Bio
Being a Widow at a young age, and Mom of two young children, I had first-hand experience at losing my best friend-my husband and I am passionate about protecting others who were left behind so their future will be secure. As a registered Fiduciary, I pledged to do what is best for the client first and foremost-always. My ideology is practicing ethically and with integrity both professionally and personally. In business, my loyalty and compassion has always been to the clients (now friends) that I have assisted over the years. I helped individuals, families and professionals plan for their financial future using various strategies including Tax-Free Protection, Investments, Insurance, Annuities and more.
