Professional

Before making any professional recommendations regarding your personal financial security plan, I like to take a step back to learn more about you, your family, and your business on a personal, professional and financial level. Once I have an understanding of what your current situation looks like and have an idea of what you want the future to look like, my team and I will put together a comprehensive financial analysis for you. This will allow us to see if you are over or under insured when it comes to Life, Disability, or Long-Term Care insurance, if you are saving enough for your children's education, or if you are on track to retirement.

Once we have reviewed the anaylsis, should there be any gaps in your plan, my team and I will work hard to put together recommendations for you to fill these gaps and share them with you. At that point, it is completely your decision if you want implement the recommendations. 

As peoples life's evolve, I make sure that my client's plan evovles with them which is why we will get together on a regular basis, typically once or twice a year for a review of your plan. Here we will account for any changes in your life that should be noted in order to maintain the most accurate financial plan for you.

Education

Degree Major Institution
Bachelor of Science Economics: Financial Markets Washington State University
 

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