About Me

I joined the industry in 2002 because I was frustrated. I had worked very hard in my telecommunications career to establish a firm financial foundation for my family, that unfortunately came to a screeching halt. It was then I realized I really didn't understand money well enough, and I needed to know more.
I started because I wanted to learn, but I have continued because I love to help. The impact of helping others live their lives based on their own values, by educating, rather than selling, and watching the sense of peace people experience when a real workable plan is put in place is one of the greatest rewards of my life.

Your values are the most important aspect to our relationship. Any suggestion or recommendation I make will be in support of them.