Specialties
About Me
My driving interest in this field is to help affirm individuals in financial planning that supports their highest goals and values.
My goal is to help people create a legacy that can be felt by the most important people in their lives- and not just financial chatter for cocktail parties :). I want to eliminate (or at least drastically reduce) the shame, regret, and embarrassment they have around their finances- and give them the encouragement and support to live out their best life story with the resources they currently have.
♥
Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CFP®, RICP, M.A.
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Disclosures
Please note that I am unable to accept or act on any order for a financial transaction or trade instruction submitted via email, SMS/text message, fax or voicemail. If you need general assistance with a VALIC annuity transaction please call 800-44-VALIC (or 800-448-2542); for general assistance with a brokerage or investment advisory account, please call 866-544-4968. Securities and investment advisory services are offered through VALIC Financial Advisors, Inc., member FINRA, SIPC and an SEC-registered investment adviser and its Registered Representatives. Annuities are issued by The Variable Annuity Life Insurance Company (VALIC), Houston, TX. Variable annuities distributed by its affiliate, AIG Capital Services, Inc., member FINRA. All companies above are wholly owned subsidiaries of Corebridge Financial, Inc. Corebridge Retirement Services, Corebridge Financial and Corebridge are marketing names used by these companies. IMPORTANT NOTICE: If you have received this communication in error, please do not use or disseminate the information, permanently and securely destroy all electronic and paper copies, and notify the sender immediately. Mis-transmission is not intended to waive confidentiality or privilege, if applicable. Corebridge Financial, Inc. (“Corebridge”) reserves the right, to the extent required and/or permitted under applicable law, to monitor electronic communications, including telephone calls with Corebridge personnel. By communicating with Corebridge, you acknowledge that you have read, understand and consent (where applicable), to the foregoing. You may have certain rights regarding the information that Corebridge collects about you. Please see our privacy notices available at the following link: www.corebridgefinancial.com/privacy-policy for more information about your rights and how we process your personal information.