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Tariffs Add Another Challenge for Investors to Consider
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I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be.
My mission is to empower people with knowledge to help strengthen their financial security. I ask relevant questions to fully understand all of their wants and needs and match those needs with world class products. I do this in a safe, friendly and fun environment, so everyone leaves my office feeling better than when they entered.
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4