I work to give my clients peace of mind and a clear plan for the future. That includes helping with supplemental health and life insurance, clarifying Medicare options and evaluating retirement planning decisions such as Social Security and 401K rollovers, as well as financial plans.
I help individuals, families and businesses with a wide range of goals and budgets because everyone deserves to feel financially secure. My process starts with discovering your goals and thoroughly assessing your situation. We can review your existing financial plan or start from scratch with any questions you have. I have assisted my clients to make the right retirement and Medicare planning decisions for over 20 years. Please contact me, so I may help you.
Areas of Focus
Retirement Planning
Wholistic Financial Planning
Medicare Planning
Education & Credentials
Masters of Business Administration, Liberty University
Certified Retirement Counselor (CRC)
National Social Security Advisor (NSSA)
Personal Interests
Movies
Outdoor Activities
Traveling
Spending Time with Family