Qualifications & Specialties

Celebrating 27 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; RFC (Registered Financial Consultant); 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 Medicaid Planning.  Budgeting, Retirement Planning and Cash Flow Planning.

LET'S TALK....rather, you talk, I'll listen - we'll plan together!