General Info

I have a passion for service, for serving others, for reaching out to others. I bring clarity to those who are unprepared, confused, unorganized, fearful of their financial future. Generally speaking, our educational system does a woeful job of preparing people in the area of sound financial strategies. Too many people are unprepared, under-served, uneducated in this area. Plus, there is so much noise out in the world that it only adds to the chaos. Though an ongoing relationship built on trust, I desire to simplify the complex and instill a sense of confidence in oneâ??s financial strategies. You can call me a teacher, an ally, an advocate, a partner, a trusted guide.