Why I Do What I Do I am so blessed to be able to make a living by helping others and their communities. Each day, I sit down and help people overcome financial concerns and obstacles. I also get to help my community with our fraternal programs and activities. Its very rewarding to be able to do what I do. I serve members in the Inland Empire. I can help you plan for life using a variety of tools, including life insurance, annuities, mutual funds and variable annuities. I enjoy working with young families, small businesses and nonprofits. I attended California State University, San Bernardino. Before Modern Woodmen, I worked in the nonprofit world in several capacities in the fight against human trafficking. I chose Modern Woodmen because I believe in the organization - not only how MWA supports members to help them reach their financial goals, but also for the way we support my community
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More Business Info

Hours
Regular Hours
Mon - Fri:
Sat:
SunClosed
Services/Products
  • Retirement Planning
  • Asset & Portfolio Management
  • Financial Analysis
  • Investment Banking
  • Trust Management
  • Financial Education Workshops
  • Estate Management
  • Investment Research
  • Financial Advisors
  • Financial Consultants
  • Estate Planning
  • Savings Plans
  • Financial Planning
  • Bonding
  • Financial Management
  • Whole Life Insurance
  • Group Life Insurance
  • Mutual Funds
  • Roth Individual Retirement Accounts
  • Supplemental Insurance
  • Burial Insurance
  • Bonds
  • Commercial Life Insurance
  • Individual Retirement Accounts
  • Joint Life Insurance
  • Annuities
  • Term Life Insurance
Accreditation

Certified Estate Planner

Categories
Financial Services, Investment Advisory Service, Life Insurance
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