Retiring in the beginning of 2026? Meet with me before the holiday rush! I can help you get everything in line for your exciting milestone.

Looking for an unforgettable experience? Embark on a West Coast cruise, Feb. 27 - March 4, 2026. Board Royal Caribbean's Quantum of the Seas in Los Angeles and make a stop in Cabo San Lucas, Mexico – the coastal city perfect for adventure-seekers and beach- lovers alike. Cabins are filling fast! Book today. https://na.eventscloud.com/CaboCruise/

Are you raising the next financial representative? If your college student loves helping others and solving problems, they'd make a great financial rep! Encourage them to meet with me to discover their career fit.

When was the last time you reviewed your beneficiary information? As the seasons shift, it’s the perfect time to reflect on life’s changes. Whether it’s a new addition to the family, a change in relationship or simply time for a refresh, it's important to update your information so it matches your current wishes. Need help reviewing? Schedule a meeting with me today.