I am committed to providing my clients with the guidance and consistent service needed in developing, implementing, and maintaining a comprehensive business and individual strategy.
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Eugene, OR 97401
8:30 - 5:00
- States Insurance Licensed:
- AZ, CA Insurance Lic. #0L77452, CO, OR
- Areas Served:
- Portland Metro area, Salem, Eugene-Springfield, Roseburg, Grants Pass - Medford and surrounding areas.
- Languages Spoken:
Products I Offer
Retire with ConfidenceRead the transcript
Indexed Universal Life Insurance: Help Meet Your Goals
Whether you’re planning for retirement, college, or a rainy day, it’s important to focus on the journey – not just the destination. To successfully plan for these milestones, it’s vital to figure out which tactics to use to reach your goal faster, safer or more effectively. One of the tactics many consider is life insurance […]Read Article
Medicare Advantage vs. Medicare Supplement Insurance Policies – Which is Right for You?
Did you know that after you enroll in Medicare, there’s a few more steps to take? You still need to decide how you want to receive your Medicare benefits and whether you want to pay for additional coverage. Medicare (Part A and Part B) is where many people start, but this plan can leave you […]Read Article
News & Updates
Marriage and Money: Taking a Team Approach to Retirement
Open communication and teamwork are especially important when saving and investing for retirement.
I received a large refund on my tax return this year. Should...
If you received a large tax refund, consider reevaluating your federal income tax withholding.
What is the difference between a tax deduction and a tax credit?
Tax deductions and credits are terms often used together when talking about taxes.
The Best Career Hacks Ever: How 57 Women Made It To The Very Top
Think you have CEO potential? A groundbreaking study of CEOs reveals attributes and experiences that propelled them to the pinnacle of career success...
Why are nearly 1 in 4 Millennials still living with mom? Lack...
Nearly 23% of Millennials live with mom, up from 13.5% in 2005, and a senior economist at Zillow blames rising housing costs and relatively...
Listening to our customers for more than 100 years
The key to our longevity is simple.
You see, as a mutual company, we're owned by our policyholders. Which means we've been able to focus on listening to our customers, not Wall Street. It's a singular commitment that has drawn people to Mutual of Omaha for generations.View Our Story