Describe How You Would Like To Be Introduced Via Email
Retired Air Force Veteran and Financial Services Professional
What is your "why"? Why do you do what you do?
I made some incorrect assumptions about my financial readiness before getting cancer. My "why" is to help people avoid the mistakes I made to be better prepared for a potential life disaster. Hopefully that never happens, but better to be prepared with a strong financial and protection strategy.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Have you had a major life event such as having a baby, selling or buying a home, or changing jobs? Great time for a financial check-up!
Would you like a no-cost analysis of your retirement strategy to see if it aligns with living the life you want without running out of money?
For business owners, would you be interested in someone that provides no-cost financial education to employees on a variety of topics?
Unique Selling Proposition
There isn't a single thing I would offer or attempt to sell without first understanding a clients situation and goals. I bring a unique perspective as a cancer survivor and veteran - I understand the importance of planning for the worst and why it's so important, and am able to explain it in a way that's relatable.
About me
I'm a 25-year retired Air Force veteran, strategic business leader, and expert trainer and facilitator on a wide variety of topics including leadership, communications, incentive structures, behavioral economics, SMART Goals, and of course protection and personal finance. I love to be a resource to others and am passionate about financial/protection education.
Huge dog lover, involved in senior dog rescue and supporting dogs at NOCO Humane with walks, training, and enrichment. CrossFit athlete, golfer, and a geek about many topics.