Why I do what I do
Why I do what I do
I’m so blessed 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 do what I do.
I serve members in…
the Inland Empire/Los Angeles.
I can help you plan for life using a variety of tools, including…
life insurance, annuities, mutual funds, variable annuities, and investment advisory services.
I enjoy working with…
young working professionals, families, people approaching retirement and small-business owners.
I attended…
California Baptist University.
Before Modern Woodmen, I…
worked in the food industry and both college campus and corporate positions.
I chose Modern Woodmen because…
its unique work culture, emphasis on doing the right thing for clients, and the significant impact I can make on individuals and families.
The best part of my career is…
educating people on financial stewardship and how they can use money to bless other people.
A favorite moment in my career was when…
a client, who was initially hesitant to meet with me, thanked me for taking the time to meet with her. Through our meetings, she understood the importance of our conversations. She even recommended that her friends and family talk to me. It was heartwarming to see how much she appreciated our planning and trusted me with her closest friends.
Also…
I love connecting my clients to one another. My personal and professional networks are composed of diverse, powerful and talented individuals.
