Why I do what I do
Why I do what I do
to ensure individuals have accurate financial advice for their personal or business situations.
I serve members in…
Ashland, Kentucky; Ironton, Ohio; Huntington, West Virginia; and the surrounding tri-state area.
I can help you plan for life using a variety of tools, including…
life insurance, annuities, mutual funds, variable annuities, Medicare products, investment advisory services and financial planning.
I enjoy working with…
young families, small-business owners and people approaching retirement.
I attended…
Wright State University.
I am very proud of…
my work-life balance with four kids at home.
Before Modern Woodmen, I…
worked in human resources, bookkeeping and Investments.
I chose Modern Woodmen because…
of fraternalism. Modern Woodmen aligns with my values, and it helped meet my community's needs.
The best part of my career is…
knowing I'm giving back to my community and providing a good example for my children.
A favorite moment in my career was when…
I helped a family with a cancer diagnosis rollover money in the correct accounts for protection when the husband passed.
Also…
I have licenses for Medicare products and enjoy educating older adults about their Medicare options from Parts A, B, C and D.
