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A couple at a business meeting

WEALTH READY WELCOMES YOU

BIO

My Story

My experience includes 14 years in Banking and Finance.  My areas of emphasis being consumer banking, lending, fiduciary and insurance advising, as well as estate planning.  To further enhance my skill set, in May of 2020, I earned my Accredited Asset Management Specialist Designation (AAMS).  Throughout my journey, I have helped families and individuals navigate life's various financial events.  It is my goal  to become your financial partner and assist you in becoming financially confident and Wealth Ready!

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