ChFC, Senior Associate
Accomplishments, success, challenges, and obstacles
When I was young, my mother was diagnosed with breast cancer at the age of twenty-four. After being cancer free for four years, it returned and she was right back in the fight. She defeated cancer twice, and until this day you would never know it. As I got older, I started to realize that very unfortunate things happen in life that cannot be controlled.
Free from concern
In May of 2014, I stopped at my parent’s house for lunch on a Thursday to visit my Dad who was recovering from surgery on his shoulder and found that he had passed away suddenly. Since these major life events, I have strived to consult and assist others in planning for unexpected and unfortunate circumstances.
Plan for the future to live in the present
Our goal is to put people in the best position so that they do not have to worry about the financial factors that could have an impact on a family when they have other issues to worry about, and activities, vacations and events to experience with their families.
Time is a priceless commodity
The personal issues that I have faced have driven my passion towards the business and my desire to assist others in customizing a plan to fit the goals that they are looking to accomplish. This is the reason I do what I do, and why I strive to work with quality individuals—so they can enJOY the ride!