In my first career I developed and managed programs to provide excellent medical treatment to employees injured on the job. During this time, it became apparent that a person's most valuable asset was themselves. They were in fact a money-making machine. If they became ill or injured and couldn't work, or worse, passed away, and the paycheck stopped, there would be dire consequences to the family.This reality motivated me to investigate the financial services industry and led me to Capital Planners where our mission is to protect everyone's earned and unearned income.. We challenge traditional thinking and deliver uncommon knowledge to our clients and verify it through cutting edge technology. When I am not working with my clients, I am enjoying my family, holding civic education programs and visiting the homeless. To recharge my mind, body and spirit I play pickleball, bike, kayak on Lake Erie and thank Him daily for all He has given me./COMPLIANCE:2024-6745/
Listed skills include Life Insurance, Disability Insurance, Retirement Planning, and College Planning.