Clients I'm Seeking:
Individuals, families, self-employed and small business owners who want to protect their families and financial assets in the event of injury, illness or death.
About My Business:
My ideal client is one who prefers to meet in-person and review personal and financial goals, and is open to exploring options that can be used to reach those both short and long-term goals. I like getting to know a lot about my clients so that when I see something that would interest them, whether it is of personal interest or related to their stated goals, I can send it to them.