Why I do what I do
Why I do what I do
I firmly believe that financial wellness is a cornerstone to overall wellness. As a financial representative, I focus on helping individuals, families, and small-businesses plan for their future through goal-based planning so that they can achieve a version of financial freedom that is unique to their values. I listen, consult, and direct.
I serve members in…
the Inland Empire of California. The communities I'm most involved with include Yucaipa, Calimesa, Beaumont and Banning.
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…
everyone! However, I primarily work with small-businesses and their employees, as well as self-employed individuals.
I attended…
community college at San Bernardino Valley College, where I got my associate degree. I finished my education at the University of California-Riverside where I got my bachelor's degree in political science and graduated on the dean's list with honors, as well as undergraduate research experience.
Before Modern Woodmen, I…
was a college student and worked as a waitress for three and a half years at a local, family-owned café in Yucaipa.
I chose Modern Woodmen because…
of the culture here and the fraternal aspect to the organization. I majored in political science because I wanted to create change. My motivation to create change has stayed the same and, with Modern Woodmen, I have been able to do so even in such a short amount of time.
The best part of my career is…
getting to provide financial education to those I sit down with, as well as helping small businesses provide valuable financial resources to themselves and their employees.