I became a financial professional to help people advocate for themselves and to brainstorm with them how they can get creative in living out their values. I help build versatility into financial plans so that my clients can feel confident no matter what twists and turns their lives might take. I prioritize education and financial literacy in my relationships, and I encourage my clients to take ownership of their own financial journeys. I am licensed to work in protection (insurance), securities (investment management) and financial planning. What kind of relationship fits you best?