Most people don't wake up thinking, "I really need to talk to someone about my financial planning."
They're thinking about retiring comfortably, helping their kids buy a home, keeping their business running, or making sure their family will be okay if life takes an unexpected turn.
That's where I come in.
I'm an independent life licensed broker and Certified Executor Advisor with Experior Financial Group. I work with individuals, families, and business owners to make sense of insurance, investments, retirement planning, and the financial side of estate planning.
I'm an educator at heart. I believe you should understand your options, feel comfortable asking questions, and know why you're making a particular decision.
I also enjoy collaborating with mortgage brokers, realtors, lawyers, accountants, and other local professionals when our clients need more than one area of expertise.
Whether you're planning ahead or dealing with something life has thrown your way, I'm always happy to start with a conversation.
The intent of our Business Directory is to promote businesses and organizations in our membership and community. If you would like to learn more about the business or organization in this listing, click on "Visit Site" to link through to their website or fill in the "Contact Us" form (if available). Please do not use the Contact Us form if you are soliciting on behalf of the business or organization you represent. Rather, please contact us to learn about how the WestShore Chamber Of Commerce can help you connect with our members, promote your business or organization, and much more!