Preparing for the next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Knowledge is the key to a successful financial future. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: advisory services, retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need.I am committed to building long-term relationships with my clients and helping them reach THEIR goals is my number one priority. Using my knowledge, experience, and world-class tools, I am helping to build financial freedom for my clients. My personal goal is to become a lifetime resource for each and every client.

It is our belief that the financial industry has been in need of a major revolution for quite some time now. Somewhere along the way, the deep care for another person and their finances seems to have been lost. Today, new associates are thrown into a career with one of the lowest retention rates in the United States.3 Finance is one of the most important pieces of people's lives. It has the ability to bring overwhelming joy and peace, while also enormous amounts of stress and discomfort. For something this important, it is our belief that building life-long relationships with people and providing financial guidance is one of the most needed and rewarding ways to live out one's professional calling. 49 Financial is working toward changing the financial services industry for the better through our associates' fierce loyalty, selfless teamwork, abundant gratitude, and deep conviction. We want to be the catalysts to bring the focus back to people. We believe in the power that comes from planning for finances together, rather than alone, for both our clients and our associates. We are 49 Financial, where two are better than one.

I received 6 credit hours From This Internship, as well as knowledge about financial planning.