Who I Am
I have a master’s degree from Colorado State University in Healthcare Management and worked for 17 years in managed care for a large health insurance company. In 2023, I made a purposeful decision to follow my passion for helping families build financial independence and long-term security. This decision led me to Summit Global Private Wealth and an amazing group of servant leaders, teachers, and innovators.
Specialization
helping medical professionals; pre-retirees with retirement and tax planning; helping employees maximize and take control of their 401ks; and helping young families implement solid strategies toward financial independence.
Hobbies
“I’m a grease monkey. I’d rather fix my own car instead of taking it to someone else.
I enjoy time in the kitchen making new foods to surprise my family (and sometimes it actually tastes good!)
I prefer country living over city life”
My Commitment
My personal commitment to those I serve is to always act with integrity and openness. My objective is to be a teacher of financial principles and to be sure that clients always understand what they are going to invest in before ever moving forward with any recommendations. Trust and integrity will always be top priority.
Favorite Books, Mottos, Quotes
Favorite Book: The Magic of Thinking Big by David Schwartz; Podcast: The Ed Mylett Show; Travel destination: Southern Germany
Other Info
State: Georgia (GA)
Date Joined: 10/20/2023
