Association Benefits Team Leader & Insurance Representative
As a Licensed Banker in Montgomery County, PA, I discovered a passion for working with the people in my community and connecting them to the best possible options to help them reach their goals! My work with Associations, Non-Profit Organizations, Families, and Businesses has made me realize that there are so many ways I could help to enhance the benefits they have!
Nothing gives me a greater satisfaction than helping someone in achieving their financial goals and dreams while safeguarding what is most important to them!
Our time is all about you! We will review what your current plan looks like, validate the steps you have already taken, and I will have you "Paint me a Picture" of your ideal financial future. My team and I will work to make those dreams become reality. I am your "Advocate in the room" throughout the process!