I deeply understand how important it is to feel confident that you're doing everything that you can for the people you love. That's why I love being able to help people plan for their futures. I've been fortunate to have so many wonderful clients after all these years, and the close relationships we've built make me realize the value in what we do. I have been helping families, seniors, and business owners since 1993. My professional achievements include national recognition for sales and outstanding customer service throughout my career. I am currently a member of the California Association of Health Underwriters and am a former President of the local North Valley Chapter of Health Underwriters. I also served as president of the Shasta Association of Insurance and Financial Advisors. I am a past board member of the Redding Chamber of Commerce. Currently I am a member of the National Association of Insurance and Financial Advisors, as well as the former president of our local chapter. My community involvement continues as a proud member of Redding Rotary.I graduated from the University of Houston with a Bachelor of Business Administration in Finance. I am a Financial Advisor with Mutual of Omaha and received the Chartered Financial Consultant (ChFC) designation.The financial planning process I practice is an independent assessment of your financial condition that helps protect you from the pressure to purchase today's "hot" financial product and puts you in control of a coordinated approach to your financial life. I will listen to your concerns and will act as in addition to your attorneys, accountants and other professional advisors to help develop the best financial plan for you.