Licensed Insurance Agent

Experience With a combined 23 years in the financial markets and Long Term Care specifically, including CLTC designation, past series 7 and 22/private placement licensing, I have the ability to navigate complex financial portfolios, lifestyles, and medical issues; to coordinate with other financial professionals; and to develop timely, effective risk management solutions, with a focus on Long Term Care education and solutions.
Commitment Engaging with financial professionals and their clients, the process is holistic, efficient and most importantly client centric. Providing concierge service with access to real time market trends and a deep bench of experts promotes the opportunity for well crafted solutions.
Resources for Women An Ally of the LGBTQ Community Women are disproportionately affected by basic inequities in our social structure as is the LGBTQ Community. To that point, I work to create positive impacts on those lives. Dignity with safety is my goal by providing security for assets and lifestyles, through strong, sustainable Long Term Care plans and other insurance options, designed specifically to needs and budgets. Providing now for a safer more secure future.