My BusinessI help protect my client's dreams - I am a licensed Financial Professional (FL, RI, CA) who helps individuals & business owners achieve their goals through financial coaching - helping my clients avoid transferring or losing money, unknowingly and unnecessarily.
Ideal ReferralMarried Couple(Friendly !) with children, household income of $100-$120k who care about their money, do not like debt and are open to conversation about their financial future
My Favorite BNI StoryI owe my career to BNI - when I was downsized in late 2008, a former BNI Capital Group member told me to be in contact with (my now professional mentor) Dave Johnson who was looking for another Financial Professional to join his office. I joined Capital Group the very same week I became a "live" agent and have LOVED and lived "Giver's Gain" ever since !
My Ideal Referral PartnerGroup Health Ins Agents; Enrolled Agents/CPAs//Business Banker
Estate Planning / Elder Law
HR Manager/office Administrator