Last Updated: Oct 31, 2024

My Approach

Many of my clients are seeking financial independence and peace of mind and need to create a personal financial plan to pursue this goal. That's where I can help, by structuring a plan designed to achieve your financial goals.

Our mission is to deliver financial solutions through a tailored approach and a genuine interest in our clients' evolving needs. We help our clients achieve confidence.

 

Areas of Focus

  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies

 

Interests

  • I enjoy reading and needlework in my spare time.
  • My husband (Dick) and I enjoy riding our ATV on rough roads!
  • I love square dancing.

 

 

Community Participation

 

  • I have enjoyed counceling at our church's youth camp for over 10 years.
  • Community Service Block Grant board member for over 9 years.
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