Why I do what I do
Why I do what I do
I feel blessed to have a career helping individuals and families take an active role in securing their financial futures. In each meeting, financial goals are discussed and together we implement the best plan to help bring their goals to fruition.
I serve members in…
all of Southwest Florida.
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…
young families, anyone intimidated by the idea of planning for the future, and seasoned investors. I like to show people how we are different!
I attended…
the University of South Florida for my B.S. in finance and Florida Gulf Coast University for my MBA with a concentration in finance.
I am very proud of…
my ability to adapt and learn the best planning tools in our industry and customize plans for each member based on their goals.
Before Modern Woodmen, I…
sold real estate and originated home mortgage loans.
I chose Modern Woodmen because…
life presented me with an opportunity to shift back into a career that aligns with my educational background. Modern Woodmen prioritizes the wellbeing of their members, employees, and communities. Prior to being a financial representative, I chose Modern Woodmen for my own planning, and feel blessed to join the company as a representative.
The best part of my career is…
being a resource for others who may be intimidated by the thought of financial planning or don't know where to start. It feels great to be a trusted addition to their lineup of professionals they use throughout their lives.
A favorite moment in my career was when…
I was able to make multi-generational impact on a family. I sat with a couple who had young children and they kept saying how valuable it is to discuss all of the facets of a strong financial plan because their parents didn't teach them and now they will teach their own children and break a cycle of financial illiteracy.
Also…
I feel so lucky that I get to help people build a life that they envision rooted in financial security and freedom. Thinking about the future can be scary, especially when money is involved. My goal is to educate my members and take the steps towards alleviating the uncertainty and anxieties that can come with planning for the future. We're in this together, and I can't wait to work with you!
