I was born in Minnesota, moved to Florida, and eventually made Tennessee my home. I’ve visited all fifty states as well as parts of South America and most of Europe. More importantly, I have raised a family of five children, two stepchildren, and have nine grandchildren. I have worked with small local businesses as well as national companies. I know the ups and downs of life itself. Through them all, I have gained the expertise to meet with and privately discuss your stages of life and your personal and business financial goals. What is more, I have a deep desire to do so because it is not just my job, but my passion.
I have a Bachelor’s degree in Economics from the University of Florida and degrees as a Chartered Financial Consultant and Certified Life Underwriter from The American College. I have also completed additional certification in Estate Planning, Employee Benefits, Retirement Planning and Financial Services for Seniors such as Medicare and Social Security Certifications. I have licenses for life insurance and health insurance as well as a Series 7 Securities License.
I am self-employed and partner my securities business through my broker/dealer, The Strategic Financial Alliance. I place my insurance business through Insurevest Corporation. I have helped many seniors who have accumulated assets and want guidance in establishing their retirement plan and developing their family legacy, including making sure that both their living wills and their final wills are all in order. Of great importance to me is that the identity of my clients is totally confidential and that their personal and financial matters are handled privately. For those individuals who have diverse goals and life situations, I can be an outstanding resource in putting together your life transition plan. Often even children or senior parents are involved in this planning.
Over the years, I have been very active in my church and missionary endeavors. While following my life-long inclination to help others, I have also supported charitable giving.
