Why I do what I do
Why I do what I do
I’m passionate about helping my members determine their financial goals. We work together to create a plan based on their unique needs.
I serve members in…
Camden County in southeast Georgia; the Jacksonville, Florida, area; and Lake, Hillsborough, Pinellas and Pasco counties in the Tampa area.
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…
a variety of families and businesses. I work with young families just starting out and those planning for college or approaching retirement. I also help new and established small-business owners.
I attended…
Jacksonville University, where I earned a bachelor's degree in finance with a minor in business management.
I am very proud of…
being the 2016-2017 Camden County Chamber of Commerce Entrepreneur of the Year!
Before Modern Woodmen, I…
worked in the banking industry for 25 years.
I chose Modern Woodmen because…
I believe in the organization. I’m there for my members when they need me most, and I can give back to my community through Modern Woodmen.
The best part of my career is…
helping my members. Whether I’m helping them plan for retirement or helping them protect their family’s future with life insurance, I feel great knowing I helped make a positive impact on their lives.
A favorite moment in my career was when…
I truly understood how the plans I help create impact a family upon losing a loved one.
