We help clients identify the insurance coverage that best fits their needs and help them to make smarter decisions about insurance. We have the knowledge and experience to better understand their coverage options whether it’s auto, home, renters, umbrella, recreational vehicles, life insurance and business insurance, and more.
We assist clients with their financial goals, assess investment risk tolerance, and recommend solutions suited to client needs. We assist clients set up their 401K, SEP, SIMPLE IRA, IRA/Roth IRA, 529/College Funds, and Annuity (Variable/Index/Fixed Annuity).
I am designated as a FINRA Series 6 and 63; a broker for Farmers Financial SolutionsLLC, representing several mutual fund companies. I also have Life and Health, Property and Casualty Licenses (Personal Lines and Commercial Lines.)