Three words that best describe me are driven, tenacious and goal oriented. I believe strongly in the notion “begin with the end in mind” and I rely on that approach to develop strategy with measurable, tactical solutions for my clients and every organization I work with. Specifically, I help individuals and business owners achieve financial confidence by completely understanding their situation and desired outcomes, there is never a ‘one size fits all’ solution. My experience includes, tax-planning strategies/restructuring/prep, insurance including DI, LTC, employee benefits, and business succession planning.
When you work with me, you will quickly find that responsiveness and integrity are core values I’m committed to. I consistently work diligently to understand the challenges that keep you up at night so I can offer recommendations that solve your problem(s) and meet your specific goals. Through the years I’ve learned that “life happens”, and the only thing we can control is how we deal with life’s unexpected events. And while I’ve been blessed with an incredible education and an extensive professional career, it’s the real-life experiences and curveballs that I have met head on and successfully overcome that make me an asset and an integral part of your team.
I graduated from the University of Oklahoma in 1996 with a BA in Marketing and I received the Price College of Business Entrepreneurial Award that same year. I love to run, snow ski and watch my three boys play sports.
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.