With over 14 years in the benefit and financial space, I've acquired real life experience which helps me develop solutions for our clients. Whether it’s a family trying to balance budget vs. insurance coverage or a business owner wanting to provide employee benefits while staying compliant - taking the time to listen to the client's concerns is what helps me identify where I can be of service.
Face to face interaction and problem solving is what I enjoy most about what I do. I believe the common thread in every connection is that we all want a human experience. I find true value in that. My expertise, skill & ability to serve take me the rest of the way.
I am a licensed insurance agent, an IAA (Investment advisory associate) holding the series 7 and 66 registrations, and Registered Para-Planner®. I spend most of my time in the firm managing the insurance side of the business.
When I am not working with clients I enjoy hiking, camping and cycling with my husband and friends. Right now we are on a mission to experience as many National Parks as possible!