FAQs
- What is your typical process for working with a new customer?
We just have a conversation and discuss what you’re looking to accomplish - your goals, needs and family interests, and whatever I can help with I will. We can set an appt either at my office or at your home but initially we can just chat on the phone if you like. Whatever works best for you. :) Let me know your availability and best time to call.
- What education and/or training do you have that relates to your work?
17+ years of experience in financial services, mortgages, real estate, insurance, etc; Various licenses and credentials in multiple states across the country
- What types of customers have you worked with?
Families, businesses, entrepreneurs, business owners