My professional life has been centered around personal financial needs and protecting those needs. I started as a personal banker assisting customers with their personal daily financial needs and assisting with setting up a plan for their financial goals. One of those goals was home ownership and I gravitated to it almost instantly. I have over a decade experience of helping a home buyer accomplish this goal. That buyer in some cases was the first-time home buyer, the first-time investor, the first-time across state lines relocator, or the more established and savvier buyer. Anything from a CRA home loan to the jumbo medical professional home loan. As well I have assisted with protecting their financial assets as an insurance agent assisting to insure dwellings, vehicles, seasonal products, and life. Which lead me to my current passion of assisting those nearing or in their retirement years with all their financial needs. As an AMBA agent I assist individuals with preparing with elderly care packages, treatment insurance of illnesses, life insurance, final expense insurance, Medicare advantage, Medicare supplements, and other forms of insurance designed to assist the his unique age bracket.