Investment Representative
Office: | 825.963.2186 |
I became a financial advisor in 2017 after spending years as a technician with a major telecommunications company. That experience gave me a deep appreciation for how hard people work for their money—and how easy it is, when you're focused on work and raising a family, to overlook the importance of a financial plan.
That’s why I’m passionate about supporting clients in building financial clarity and confidence. I hold both the Qualified Associate Financial Planner™ (QAFP®) and Certified Health Insurance Specialist™ (CHS™) designations. I use that knowledge, along with real-world perspective, to create structure and value around your insurance and investment decisions.
Clients often say my strength lies in simplifying the complex—making strategies easy to understand and act on.
When I’m not working with clients, you’ll likely find me in the kitchen. Cooking is my creative outlet, and I enjoy making meals for my family and teaching our two kids how to cook with confidence.
“Opportunity is missed by most people because it is dressed in overalls and looks like work.” ~ Thomas Edison