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 futures through value-based planning so they can achieve their unique goals. I listen, consult, and direct.
I serve members in…
the Inland Empire, including Yucaipa, Calimesa, Beaumont and Banning.
I can help you plan for life using a variety of tools, including…
life insurance, annuities, mutual funds, variable annuities, and investment advisory services.
I enjoy working with…
families, decisive individuals, and people who want to take actionable steps toward their financial goals.
I attended…
San Bernardino Valley College, where I got my associate’s 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. I also received undergraduate research experience.
Before Modern Woodmen, I…
was a college student and worked as a waitress for 3.5 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 done so in a short amount of time.
The best part of my career is…
providing financial education to people I meet with and the authentic relationship building that happens while getting to know my clients.