Professional with 20 yrs of experience in the financial industry helping financial professionals & leaders transform their practice.

Powell, OH
Joined October 2012
Stress management can be mastered with techniques and strategies. Learn more in this comprehensive guide to dealing with stress: spr.ly/6013hGWVL
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Though we don’t always have time to take a trip to the beach and enjoy its benefits, we can take our minds on a mental beach vacation—no matter how busy our day is! Try listening to ocean sounds and getting some natural light to transport your brain to a more relaxing place.
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Have you experienced nervous energy before a big event—like public speaking, a competition, or maybe even karaoke? Turn that energy into excitement! Excitement produces endorphins, which gives us positive emotions—and helps us perform at our best.
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If your client is considering using home equity to pay for long-term care instead of traditional coverage, it’s important to dig into the rules and trade-offs. I can help you stress-test that decision. Let's connect to map the options together. spr.ly/6018CIvVr
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Life insurance works best when it supports your client's clear goals such as income replacement, debt payoff or legacy planning. Start with the “why” and then make sure the “what” matches. spr.ly/6015CxiyB
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Health savings accounts and income annuities can help offset rising health care costs. If you’d like to see how these tools fit into your client's long-term strategy, lets walk through your clients options. spr.ly/6014CSWNi
Beyond the rule, alternatives such as dynamic withdrawal strategies, annuities or rising-income portfolios may serve your client better. If you’d like to explore these options together, lets connect. spr.ly/6015CqEJt
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Understanding how annuities are taxed can make a real difference in how much income your clients can keep. If you’d like to look at how annuities might fit into your clients broader retirement strategy, call me and we can walk through the details. spr.ly/6016Cmt7O
No matter how big or small, all victories are worth celebrating. Here are few reasons why you need to give yourself a well-deserved pat on the back! lifehack.org/898495/small-vi…
Some great suggestions on how to take control of your finances and ease your financial anxiety. forbes.com/sites/nicolelapin…
Teaching kids about money isn't easy. I like the way this article approaches financial education by creating a family environment where money is discussed and questions encouraged. mint.intuit.com/blog/family/…
Teachers, you know you need to save for retirement...but how much? Learn more at natl.life/retirement-homeroo…
If the COVID-19 pandemic taught us anything, it is the importance of preparation, even for the most unexpected events. In the article below, business owners share their experiences and ways you can protect your business. entrepreneur.com/article/375…
This article caught my eye because the answers you may receive to these questions can make you more uncomfortable than actually asking the questions. If you or a loved one needs help with the financial issues related to aging, let me know. kiplinger.com/investing/weal…