Why I do what I do
Why I do what I do
I enjoy being able to assist individuals and families as they make preparations for their financial futures. Empowering others to build wealth, prepare for retirement, secure life insurance, take care of their families and build a legacy are just a few of the services that I'm able to provide for my members. Educating and assisting clients to navigate through the complexities of life insurance is a key component of financial planning that I'm able to provide to clients.
I serve members in…
Oklahoma, Texas, Florida, California, Ohio, Arkansas and Georgia.
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…
individuals and business owners, those preparing for or in retirement, and those seeking insurance
I attended…
Northeastern State University.
I am very proud of…
my daughter, who is a graduate of the University of Oklahoma, and my son, who is a captain and an Army Ranger.
Before Modern Woodmen, I…
worked for Bank of Oklahoma for over nine years, and I worked as CFO for local nonprofit.
I chose Modern Woodmen because…
this organization cares about individuals, families and communities in a great way. I also experienced Modern Woodmen as a member for over 10 years before ever becoming an agent. This gave me a greater passion, understanding and appreciation of how this organization impacts the community while also allowing me to convey to my members my experience as a member -- and now as an agent.
The best part of my career is…
empowering members with knowledge and understanding about life insurance and retirement. I love seeing individuals and companies leave our meetings with a better understanding about their choices when it comes to financial services.
A favorite moment in my career was when…
I've experienced appreciation from members who did not understand what their retirement options were or thought it was too late to prepare. After meeting with them, I showed them that you don't have to have a six-figure income to prepare for retirement ... All you need is a plan, and I guided them in developing that plan.
Also…
My most impactful moment was taking care of a death claim for a mother who had lost a child. The child happened to be the same age as my daughter, and from that point on, I realized how valuable my role is to families as an agent on the front and back end of the process.
