As a Financial Adviser, I can live out my passion to help you with your financial life-plan. This will get you to the financial future you dream about.
People usually don’t know what they don’t know. I get excited to partner with someone to get from point A to point B with their expectations. It’s a journey, and I love to be part of that. Sometimes the journey might take us on a tangent, and that is fine, as long as we get there in the end. My experience in this industry since 2002 will stand us in good stead.
I'm passionate about the importance of personal insurance.
- During our journey, I will sit on your side of the table.
- I’ll be honest and always tell the truth, even if it hurts sometimes.
- Let’s be courageous together.
Neither Lifetime nor I have been subject to a reliability event. A reliability event is something that might influence you in deciding whether to seek advice from either myself or Lifetime. As an example, this would be a serious event such as legal proceedings against me, or bankruptcy in the last four years.