FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
The costs are always stated in a straight-forward fashion before any business is conducted, and are consistent among all of our offices. The costs vary according to the plan you feel is most appropriate for your circumstances.
- What is your typical process for working with a new customer?
I will start by asking what is important to you, so I can better understand your dreams and goals, I will then use an established process to help you build a personalized strategy to achieve your goals. We will then partner together throughout your life to keep you on track.
- What education and/or training do you have that relates to your work?
I'm a mature financial advisor with Edward Jones, who holds the highest rating for client satisfaction in the country according to JD Power. I'm fully accredited and licensed by the State and Federal Government to assist clients with financial advise and with their Health and Life Insurance needs.