I became passionate about long-term care planning after an eight-year journey caring for my parents while raising my young son. I saw firsthand how a long-term care insurance policy eased my father’s situation and how the lack of coverage burdened my mother. That experience changed the course of my career. Today, I help families and individuals prepare with confidence.

CREDENTIALS

CLTC® - Certified in Long-Term Care®

EDUCATION

Emory University (BA), George Mason University - Antonin Scalia Law School (J.D.)

COMPLIANCE DISCLAIMER

Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial professional for referring and introducing advisory clients to them. Compensation provides Purse Strings with an incentive to recommend this financial professional resulting in a material conflict of interest. Click here for additional information.

STATES SERVED

All 50 States

Virtual Appointments Available

SPECIALTIES:

Wealth Protection
Wealth Preservation

CLIENT FOCUS:

Care Giver
Stay at Home Mom
Widows

AGES:

Gen X
Boomers
Millennials

LIFE STAGES:

Empty Nester
Divorce
Widow
Retirement

LANGUAGES SPOKEN:

English