Associate Advisor
CurrentAs a licensed insurance advisor, I ensure that our clients have the right insurance in place, to protect what’s most important to them.I take the time to get to know each client to build trust and a long-lasting working relationship. After determining a client’s insurance needs, I find the best products and solutions to create a tailored insurance plan. From application, to delivering the insurance contract, I ensure the client feels confident in their decision, and ease any concerns they may have. My goal is to make sure the client has the protection they need, for what they value most.In addition to insurance advisory, I am currently working towards my CFP designation.