I began my career in the financial services industry in 2002 with a large captive career Insurance Company by successfully completing the Life and Accident and Sickness License Qualification Program (LLQP).

 

Over the years I have been involved in many personal development courses, focusing on personal growth, leadership, integrity, and fundamental principles to enable me to provide a one-of-a-kind client experience.

With 21 years of experience in the insurance and investment industry, I have been fortunate to help countless clients with an emphasis on long-term trust and relationships.

 

My purpose is to help individuals, families, and business owners achieve peace of mind and security through holistic financial planning utilizing our “7-Step Process, Promise and Commitment to my Clients”.

In my current role as a Sr. Financial & Investment Advisor with TruStone Financial, I will identify my client's needs, goals, and objectives, make a suitable recommendation, and implement a mutually agreeable solution.

 

My value-added services include meetings with clients every year to determine that their insurance and investment needs continue to meet their goals and objectives. I provide my clients with continuous management and learning for the long term through, one-on-one, e-mails, telephone calls, seminars, and webinars.

 

Areas of expertise:

 

•Wealth transfer using Life Insurance

•Mortgage protection

•Critical Illness

•Disability (income replacement)

•Personal Health and Dental Plans

•Guaranteed Investments

•Recruiting and helping you build a team of your own

•Buy-Sell Agreements (Corporate)

•Key Person Insurance (Business)

 

Please don't keep me a secret. The highest compliment you can give me is to refer me to your friends and family.