Hilton Head, SC
I grew up in the Bay Area, raised 4 independent successful daughters. I love to travel and experience new cultures. I am known to be personable, analytical, independent, hard worker (or always working); professional.
- 20 years civil service in public safety & communications management
- 25 year business owner of commercial investment property.
- Real Estate
- Commercial / Residential Lending
- Executive Corporate Arena.
When I retired from civil service in 2013, I transitioned from part time to full time in financial services. I’m passionate about helping people achieve their financial goals, so I take my role very seriously.
My education, training background and life experiences both personal and professional give me an in depth knowledge of a business owner’s risks and liability exposure.
My key strength is thinking out of the box using creative solutions to address my clients financial concerns.
Keen Product Knowledge: Annuities, Health, Disability, Long Term Care, Retirement Insurance, Estate planning, Financial Analysis, Life Insurance (all types), creative business planning, Capital Gains Deferral,Focus on financial literacy, debt elimination, tax minimization, decrease out of pocket expenses, while utilizing all the tools and resources the financial industry has to offer with the end goal in mind.