Why I do what I do
Why I do what I do
After retiring from the wholesale insurance industry, I have found that being a financial representative provides me with an opportunity to help others achieve their financial dreams. It is an amazing feeling to be debt-free, but it is just as liberating to know you can live life without fear of loss by securing the future of those you love. I love sitting down with families and developing a retirement plan that fits their lifestyle, financial goals and retirement dreams.
I serve members in…
Mason and the mid-Michigan 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…
families, service members, business owners, young individuals, those who are interested in planning for retirement, and retirees.
I attended…
Mason High School, Florida Atlantic University and Spring Arbor University.
I am very proud of…
my family and faith. A heritage of faith has given me the courage to fight cancer, conquer death and face many obstacles during my life. My husband of 35 years has been my partner in ministry. Together we have served in our local church, Connect Sports, and the ROC Learning Center, as well as many other ministries.
Before Modern Woodmen, I…
had 35 years in corporate law, finance, and partnered in a leading wholesale insurance brokerage firm. After a successful career, I retired and was looking for a way to give back through financial education and community development. Helping young families grow is one of my ways of finding purpose and promoting a prosperous future for those families.
I chose Modern Woodmen because…
Modern Woodmen shares the same pioneer spirit and community closeness that I have known growing up here in Mason, Michigan.
The best part of my career is…
utilizing knowledge and financial services to build a comprehensive retirement plan for members. It's amazing how much information and opportunity is out there for savings, retirement and protection, and most Americans aren't even aware of it.
Also…
I wish I would have known about Modern Woodmen of America when I started my financial career. While I have loved developing corporate America, there is nothing more rewarding than helping the individuals that are woven in the fabric of our country and community to share in the comforts that are created by living the American dream. Even if you live on a modest budget, a financial professional can provide knowledge and expertise to help guide you to the retirement you've always wanted.