As a Financial Representative with Modern Woodmen of America, I help individuals, families, and small businesses achieve financial security through holistic planning. My approach is rooted in understanding each client’s unique goals and values, then crafting personalized strategies that support long-term success.
I specialize in key areas of financial wellness, including:
Retirement Planning – Helping clients prepare for a comfortable future with tailored savings and income strategies.
Business Planning – Supporting small business owners with succession planning, employee benefits, and protection strategies.
Insurance Solutions – Offering life, health, and accident insurance to safeguard what matters most.
Investment Guidance – Connecting clients with trusted partners to grow wealth aligned with their risk tolerance and goals.
Estate Planning Support – Collaborating with professionals to help clients preserve their legacy and minimize tax burdens.
Modern Woodmen is a fraternal financial services organization, meaning we prioritize people over profits. We reinvest in our communities through volunteerism, educational programs, and member benefits. I’m proud to be part of an organization that values service, integrity, and long-term relationships.
Whether you're just starting your financial journey or refining an existing plan, I’m here to help you build a future that reflects your values and protects what matters most.