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I've been working in the financial services industry since 2017 as a licensed life insurance agent and investment adviser representative. I enjoy being able to serve blue-collar heroes all throughout the United States.
Being located in the Midwest, these tend to be those employed at, or contracted into US Steel, NIPSCO, BP, ExxonMobil, Cleveland Cliffs, or any one of the many unions unique to our area. However, there are so many more independent companies and industries that create and sustain our communities.
My advising philosophy is simple; I call it a "3-legged stool" approach. What I mean is most people need enough money to live on now and in retirement, money if they can't work for a period of time, and money to cover their loved ones if they pass too soon. Once those pieces are solved, you can address more items. When I'm not working I enjoy spending time with my husband Carl, daughter, Parker, and son Maverick.
I've been working in the financial services industry since 2017 as a licensed life insurance agent and investment adviser representative. I enjoy being able to serve blue-collar heroes all throughout the United States.
Being located in the Midwest, these tend to be those employed at, or contracted into US Steel, NIPSCO, BP, ExxonMobil, Cleveland Cliffs, or any one of the many unions unique to our area. However, there are so many more independent companies and industries that create and sustain our communities.
My advising philosophy is simple; I call it a "3-legged stool" approach. What I mean is most people need enough money to live on now and in retirement, money if they can't work for a period of time, and money to cover their loved ones if they pass too soon. Once those pieces are solved, you can address more items. When I'm not working I enjoy spending time with my husband Carl, daughter, Parker, and son Maverick.
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