Why I do what I do
Why I do what I do
I am so blessed to be able to make a living by helping others and their communities. Each day, I sit down and help people overcome financial concerns and obstacles. I also get to help my community with our fraternal programs and activities. It’s very rewarding to be able to do what I do.
I can help you plan for life using a variety of tools, including…
life insurance, annuities, mutual funds and variable annuities.
I enjoy working with…
clients, their families and those they refer to me by the examples I've shown to them. I take pride in always putting my clients first, helping them with products to protect themselves and their families, invest, and save for their future.
Before Modern Woodmen, I…
have been blessed to create a diverse background of knowledge with 13 years in the field of advertising, communications and human resources, and 10 years in various areas of the medical and insurance field.
I chose Modern Woodmen because…
I believe in the organization - not only for how it supports members to help them reach their financial goals, but also for the way it supports my community and allows me to give back to the members and the communities in which they work and live.
The best part of my career is…
meeting new people and connecting on many levels so I can personalize recommendations for them and their families. I love helping my clients know they have the protection they want and need through insurance, investments and savings -- and helping them reach their goals now and in the future. Sometimes life and retirement plans change, and that's why it's important for me to make sure that my clients are continually taken care of. We can adjust plans when needed.
A favorite moment in my career was when…
I understood how important the plans I help with are. It's a win-win all around to help a local company save a lot of money in fees and create better 401(k) options and retirement plans for their employees -- with fewer fees and greater rewards. I enjoy thinking outside of the box to come up with the best plan for each of my clients, whether big or small.