I am looking to introduce people to a career as a financial professional where you can take the skills, drive and desire you possess and use them to help individuals and businesses solve their most important financial challenges.
As a Special Care Planner, with the ChSNC designation, I assist families with developing valuable financial strategies with my knowledge of and dedication to the diverse concerns of special needs families.
Pacific University 02'
The Arc of Spokane
The Isaac Foundation
National Organization of Rare Disease
MassMutual Women's Forum
- Insurance Strategies
- Investment Strategies (Reg. Reps Only)
- Special Needs (ChSNC Required)
- Retirement Income Planning
- Charitable Giving
- Group Benefits
- Risk Management Strategies
- Estate Planning
- College Funding Strategies
Check the background of this investment professional on FINRA's BrokerCheck