Why I do what I do
Why I do what I do
Financial literacy is an essential part of financial planning. I educate my members and help them understand and plan their financial well-being.
I serve members in…
Ohio. I'm also licensed in Kentucky, Indiana, Florida, Alabama, Texas and Nebraska.
I can help you plan for life using a variety of tools, including…
life insurance, annuities and mutual funds.
I enjoy working with…
people preparing for retirement and small-business owners who want to provide retirement benefits to their employees.
I attended…
Edgecliff College of Xavier University and the University of Cincinnati.
Before Modern Woodmen, I…
taught children with special needs. Then I transitioned to the corporate world and helped build OneSight Foundation. I went back to school to become certified in helping families deal with aging parents, financial planning, and asset protection.
I chose Modern Woodmen because…
I believe in the organization - not only for how it supports members to reach their financial goals, but also for the way it supports my community and allows me to give back.
The best part of my career is…
helping my members, whether individually or through their business. I want them to be protected and prepared for the "what ifs" in life.
A favorite moment in my career was when…
When I helped educate my members to see how saving through the years had paid off. They could retire early and enjoy retirement!
Also…
Knowing that I'm helping people of all backgrounds. Working with small businesses makes me want to come to work every day. I love making a difference in people's lives!
