Why I do what I do
Why I do what I do
For over 25 years, I've dedicated my life to guiding people through both highs and lows – financially and personally. I’m driven by the opportunity to empower individuals, businesses and families to reach their goals, build lasting stability and thrive. Whether someone is navigating a crisis or planning for the future, I'm here to help them make confident, informed decisions. This isn't just my profession; it's my purpose!
I serve members in…
Florida, Indiana, Illinois, Ohio, Tennessee and Texas.
I can help you plan for life using a variety of tools, including…
diversified investments, life insurance strategies and personalized solutions designed to grow, protect and sustain your wealth through every stage of life.
I enjoy working with…
all types of people – individuals, families, and business-owners. Each has unique goals and needs. What I value most is helping people at every stage of life to find personalized financial solutions that truly fit their vision and circumstances.
I am very proud of…
the professional milestones I've achieved over the years, including industry honors such as Million Dollar Round Table and Modern Woodmen’s President's Council (top 30 reps). These accomplishments reflect not only my dedication to excellence, but also the trust my clients place in me – and that’s what I value most.
Before Modern Woodmen, I…
worked in the banking industry for 17 years. I had the privilege to help a wide range of clients with their financial needs – from everyday banking to more complex strategies for growth, lending and long-term planning.
I chose Modern Woodmen because…
I saw firsthand how banking clients were often treated like numbers – facing high fees and one-size-fits-all solutions. I was drawn to Modern Woodmen’s members-first and its fraternal mission to give back to its members and their communities. We offer personalized guidance and a genuine commitment to helping individuals and families reach their financial goals.
The best part of my career is…
seeing the real impact that planning can have on people's lives – whether it's helping a client reach a long-term goal, guiding them out of a difficult financial situation, or simply watching them enjoy life with more confidence and peace of mind. Being part of that transformation is incredibly rewarding.
A favorite moment in my career was when…
I met a woman who’d worked for 34 years and been married for 50. She was the only person in the household who saved for retirement, and she wanted to ensure her savings would support her long-term needs. Together, we created a personalized financial plan that protected her assets and gave her peace of mind. Giving her that security and control over her financial future was incredibly meaningful.