How I Got Started
Over the years I have worked in all aspects of the financial, lending and self employed business world. After thinking retirement was for me in 2012, I quickly realized it was not. I chose to work part time in the insurance industry to assist new home owners protect their most valuable assets, their homes. Then I soon realized there was a need for seniors to protect their most v
aluable assets, their retirement savings. After completing many valuable classes and State courses, I acquired my Insurance/annuity License and signed up with a Broker as an independent Life and Annuity Agent. My goal is to provide as much information regarding Annuity Products for my valuable clients to allow them to make the decision that is best for them. I work through my home office conveniently located and also offer all my appointments via zoom or online meetings. I am a small Independent agent, and Chartered Professional Retirement Counselor, licensed independently with a multitude of top A rated companies. My experience over the last 8 years in Life and Annuity Sales has allowed me to educate my clients with a no pressure approach to allow them to make their own decisions as to the best product for their retirement portfolio. Whether it is life insurance products or annuity products, complete knowledge is needed to make YOUR best decision. I offer online meetings for your convenience and the comfort of your own home. I am also certified in Tax Preparation so I can answer all your tax concerns when it comes to purchasing an Annuity.
