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After a rewarding twenty-six year career as a Registered Nurse I chose to pursue a career in Financial Services. With the constant changes in tax laws and other financial matters keeping up with the current trends is crucial in helping my clients achiever their financial goals.As a Certified Financial Planner my main goal is to give people the information and guidance they need to make decisions for their life and financial well-being. Since entering this profession in 1994 I have built an insurance and investment business and earned the following designations:- Certified Financial Planner (CFP)- Chartered Life Underwriter (CLU)Chartered - Financial Consultant (ChFC)- Certified Health Insurance Specialist(CHS)It is my belief that education allows me to provide you with professional and expert advice. Each client has different needs and concerns.I make it my mission to understand the issues clients face through all stages of their lives and then design a financial plan that embraces all their hopes and dreams and helps provide financial comfort and peace of mind.
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