For over a decade, I have aligned my financial education with extensive business acumen and a true desire to help people. I believe this combination of experience and motivation to helping my clients makes me an ideal financial advisor for investors of all ages and from diverse cultures.I began my career working with Medicare beneficiaries who needed help understanding their benefits and assistance with their claims. In that capacity, I counseled clients about Social Security requirements, Medicare Advantage plans, and part D prescription plans. It was during this time that I became aware of the need for proactive financial planning for retirement: something most of our retirees and pre-retirees have failed to do.After my work with Medicare recipients, I became a Program Coordinator and Case Manager for Hillsborough County Health Services an agency in Tampa, FL which helps clients access services to medical assistance. With a degree in Business Administration, including courses of Advanced Corporate Finance and Investments/Portfolios, I discovered my true passion. So, while I functioned as a case manager for Hillsborough County Health Care Services, I became very aware of how many people needed help in financial planning. What would be the perfect career for me?After completing my bachelor’s degree, I had nearly six years of financial planning experience. I wanted to work with a top-notch financial services firm that could provide my clients with the best products and customer service. I have since earned my Series 7, Series 66 (both held with LPL Financial), and my Life and Variable Annuities licenses. I am very proud to be an LPL Financial Advisor.If you are looking for a financial advisor who will work to understand and plan for your individual financial needs, I believe I am uniquely qualified. Like case managers who connect clients to resources, I love providing investment guidance with solutions customized for each individual. There are no “cookie cutter” plans. All of my clients are treated with respect, and we use a face-to-face approach that focuses on meeting the needs of the individual investor.I am a proud military wife whose spouse has served this country for 21 years, and the mother of three children. I would be honored to work with you, as your financial advisor.