I have a heart for service and helping people find ways to do better for themselves and their families. My goal is to utilize my experience and my passion for serving others to deliver the overwhelming amount of financial information in a meaningful manner that is easy to take hold of and put into action in their lives.
I am originally from South Florida, and I moved to Ohio to play collegiate soccer at Marietta College, then continued to play competitive soccer while finishing my Bachelor of Science in health and human performance at the University of Houston. Since then I have gained business development and training experience within the healthcare and oil and gas industries, taking highly intricate information and plans and breaking them down to understandable bite sized pieces. My focus is on building quality relationships through in-depth and genuine conversations with my clients.
Complimentary financial and income protection review for group and employees of anyone in the group
Facebook Business Page URL
College / University
University of Houston
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Have they ever consulted a financial advisor for business or personal planning or investing?
Are they open to a second opinion or review? Has a business owner started their succession planning? Are they growing or new business owner? Do they have a 401k or retirement plan set up? Rollover that are not addressed?
Describe How You Would Like To Be Introduced Via Email
Please send an intro email to both the referral and me. Please include contact information and I will respond asap.