Qualifications and Specialties
Celebrating 33 years of experience!
Life is a journey and my life is no exception. My goal and purpose in life is to make a positive difference in the lives of others. I started in 1984 selling life insurance and over these many years have expanded my knowledge and professional associations to the point of becoming a primary resource for information and services.
My Strengths: Holistic approach—understanding the whole person, core values, dreams, goals and who and what they love most. Good listener—providing encouragement and compassion. I care—and will pray for you. I partner with you in the tough decision making process. I am a great resource for information due to my broad network of associates.
Education: Canon School of Business, Honolulu,Hawaii; Real Estate, Purdue University; LUTCF (Life Underwriter Training Council Fellow); AAMS (Accredited Asset Management Specialist); CSA (Certified Senior Advisor; CRPC (Chartered Retirement Planning Counselor); Certified Indiana Long-term Care Partnership Representative. Graduate of Dale Carnegie Course. Graduate of Smiles Unlimited - Christian Clown Ministry. Graduate Facilitator for Too Young To Retire Course.
Specialites: A resource on Issues concerning the aging population: Long-term Healthcare Insurance and funding alternatives and Legacy Planning, Budgeting, Retirement Planning and Cash Flow Planning.
LET'S TALK....rather, you talk, I'll listen—we'll plan together!