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PERSONAL BUSINESS PHILOSOPHY

My role in my clients’ life is to protect and guide them, so they, and their loved ones, have financial stability and peace of mind. Providing education and thoughtful planning allows for a better retirement that eases the financial burden that retirees face, and paves the way to stability and safety. I’ve been serving and providing the guidance that my clients need, with integrity, honesty, and care, every step of the way.

PERSONAL BACKGROUND

  • Lived In Fort Wayne for 22 years
  • My daughter Eden, and her husband, Gage, are building a meaningful life together
  • Loves being outdoors, and enjoys kayaking, hiking, traveling, and painting
  • I have a dog, Peanut, and 2 cats, Tiger and Milo.

 

PROFESSIONAL BACKGROUND

  • Over 10 years of experience as an insurance broker and retirement planner
  • Licensed and active with Health and Life in the following states:
    • Indiana, Ohio, Florida, and Michigan
  • Previous Professional Roles:
    • Graphic designer and a website developer for over 15 years
    • Art instructor at a middle school for 8 years

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