About
I am a Financial Representative at Modern Woodmen of America, a fraternal financial organization that is member-owned and has been serving the community since 1883. I have a special passion for helping military families and non-profit organizations with their financial planning, as a U.S. Air Force veteran myself.
I work with my clients to define their needs, create a tailored financial plan around their family or business, and adjust that plan over time to reach their goals.
I am licensed to help families and businesses with their financial planning and insurance needs in multiple states. I enjoy hosting educational events, social activities, and volunteer opportunities for my clients, as part of the Modern Woodmen’s mission to touch lives and secure futures. I am always eager to learn, grow, and contribute to the financial and wellness industry.
I believe that financial and physical wellness are interconnected and essential for a fulfilling life.
Learn more about how we operate on social media at https://www.modernwoodmen.org/smterms/
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