I specialize in life and long-term care insurance, making portfolio recommendations, monitoring accounts, and fund research. My teaching experience brings a unique perspective to our business. Iโm passionate about teaching clients how their money works and walking them through the steps to reach their dreams and goals. Zephyrus Financial Services was founded in 1998. We set ourselves apart by givi
ng people honest and straightforward guidance on planning their financial futures. The company was built on a foundation of plan first, invest second. We enjoy working with people who are willing to learn and participate in the planning process. Our clients understand working with a financial advisor requires them to be vulnerable about all the personal aspects of their life. During the first meeting, we spend time listening to stories about their family, hobbies and dreams. Itโs important we get to know each client before creating their financial roadmap. In my free time, you can find me volunteering at my church, spending time with my family, building my record collection or reading a book. Feel free to send me your book recommendations! I hold Series 7 and 66 licenses, an insurance license and 3(21) and 3(38) designations. Awards:
Cetera Financial Group 2020 Outstanding Sales and Service Award. Securities and Insurance products are offered by Cetera Investment Services LLC, member FINRA/SIPC. Investment Advisory services are offered by Cetera Investment Advisers, LLC. Cetera is under separate ownership from any other named entity.