I am a Registered Investment Advisor Representative and the Operations Manager for John Douglas Financial Group and I love what I do! It is an honor and a privilege to be a part of my client’s lives. I believe in working closely with my clients to develop a deep understanding of what they truly need. I understand there is no “one size fits all” solution and I will take the time to learn about you, your families, and your businesses. Together, we will work on a plan to help you achieve your financial goals.I am a strong advocate for people saving for retirement. I always tell my clients that I do not want them working until they are 70. I also believe in the importance of creating Generational Wealth.I have a degree in Business Administration/Accounting. I am a licensed Life, Variable Annuity and Medical Insurance agent and hold both Series 7 and 66 licenses. I have been with John Douglas since 2019. Learn more about me at johndouglasinsurance.com.Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.SIE, Series 7, Series 66