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7 Years' experience in financial services and 10 years’ experience in insurance
BA In Psychology
Licensed in Property, Casualty & Life Insurance
Public Notary
Let's meet to discuss what's most important to you.
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I will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with me.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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