Comprehensive Wealth Planning Advisor for Retirement and Estate Planning, Brokerage Manager and “Financial Coach”. Since 1975, with over four decades of service in multi-line insurance products, mortgage loan and debt analysis, investment strategies, debt reduction, asset protection, VA planning and employee benefits and advanced planning for the affluent investor and beginner savers. His years of experience help make the complicated simple, so you may bring both the concepts and products together that will best work for you!
Personal Lines Licensed Representative with over 25 years of service in life, health, disability, homeowners, auto, mobile home, vision, dental and college planning. She heads up our Employee and Group Product/Programs as Service Manager and Employee contact liaison.
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