Welcome to your Wise With Money Journey
Thank you for stopping by! I look forward to guiding your family during this journey.
I'M FOCUSED ON MEETING YOUR NEEDS
Sometimes all you need is someone to help show you the way, and it’s no different when it comes to your finances. I’m here to listen,
understand and help guide you along your financial journey.
Together, we can explore how you can:
• Protect your financial future— and your family’s.
• Be better prepared financially in the event of a death.
• Save for a specific need, like retirement or college.
• Build lifelong income.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Davenport Office
- Phone:
- 563-355-4465
Hours
M – F: 9 a.m. – 5 p.m.