Over the last 35 years, through workshops and personal consultations, I've helped a great number of people make sound financial decisions that have stood the test of time. I’ve done this with a focus on their individual comfort level, investment
timeline and goals. Working together with you, we can create a strategy geared towards meeting your financial goals, such as: 1) wealth accumulation during your working years, 2) security and independence in your retirement, and 3) the transfer of
assets in the most advantageous manner to your heirs and beneficiaries and 4) risk management. Periodically we will review your situation and make adjustments as needed to meet your goals and expectations. It just makes sense - as your life changes,
so do your financial needs and I'll be here for you at every stage of your life! I am deeply dedicated to enhancing the experience of our members. I take pride in my product knowledge, my exceptional communication skills, and I strive to exceed the
expectations of those members I work with. These strengths have gained me an excellent reputation in a field where a person’s integrity is judged by their word. I am active in my community and am a board member and secretary of International
Footprint Association Chapter 38, the American Legion Unit 36 Washington. I have also sat on the Naches Town Council for the past few years.
As a trusted partner of HAPO Community Credit Union I have a strong history of working with credit union members, their family and their friends.
Specifically, we can make sure you have solid answers to these important questions:
- Is your retirement money invested properly?
- Will you have enough income in retirement?
- What should you do with an existing retirement plan from a previous employer?
- How will you pay for a child's or grandchild's education?
- Financially, what would happen to your family if you died?
- How will you pay for long-term care?
I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed representative of CMFG Life Insurance Company.
It's easy to get started. Please contact me for a no-cost, no-obligation consultation.
My Education and Professional Designations…
I have my Series 6 & 7, 63, 65 and 66 for securities investments. I also have my fixed and variable products, life insurance, disability insurance and long-term care insurance licenses.CBSI Compliance #: CBS-1112-3DA3