I have extensive professional experience in the financial industry since 1988 which includes banking, mortgage financing, life insurance, and as a financial advisor. I joined Elevated Retirement Group in November 2023 where I am held to the highest fiduciary standard to work in the best interest of my clients. I believe each client’s financial planning process is unique and take a holistic approach to get to know and understand their individual needs, wants, and goals to personalize their financial plan. My goal is to have a positive financial impact on my clients’ lives and establish life-long relationships. I love traveling, hiking, playing with my dogs, and enjoying family time with my 3 kids and 6 grandkids.