My decision to take on financial advising and guidance, as a career path, came in September of 2002.  My previous experience as a coffee shop owner left me unfulfilled and dissatisfied. Curiosity into subjects regarding wealth building, insurance protection, and tax strategies led me to where I am today. Over the course of my career, I have had the opportunity and pleasure of working with many families in developing a plan for the future. My expertise is in the areas of insurance and retirement strategies, but my knowledge and resources extend across the entire financial services spectrum. I am an Investment Advisor Representative who has attained the CFEd designation. The CFEd Certified Financial Educator is a registered designation awarded to individual practitioners who are engaged in the field of study. Education is at the very top of my priority list when it comes to the planning process.  I look forward to meeting you.