Please navigate to the Financial Education Workshops section and sign up for a 15 minute video chat session.

There is no fee, and no obligation. We will simply discuss topics relevant and important to you, and where you can find resources which you can use to your advantage.

If you would like to discuss a specific topic in detail, please fill out the Financial Awareness Assessment using the link on this page, and I will reach out to you to schedule a more formal introduction.

If you would like to know if you would qualify for Life and/or Disability Insurance, please use the link provided by the Qualification Questionnaire on this page, and we will discuss options at your earliest convenience.