I am a Long-Term Care (LTC) / Extended Care Specialist and Insurance Advisor with Futurity First Insurance Group in Medford, Oregon. Futurity First gives me the platform to help people with the four cornerstones of retirement.
My passion is to help and protect people. Since 1999, I have worked as an Insurance Advisor have also helped as a caregiver to a family member.
My experiences have guided me to focus on educating people on one of the most overlooked threats to financial and emotional well-being in retirement – a long-term care event.
My clients are provided with enough information so they can make an informed decision. Whether if it’s building a wall of protection around their retirement with a plan for extended care or looking inside the wall to see if their assets are healthy and safe. With safe money planning, many times I can provide a safe harbor with strong income, without any market risk or danger of people’s income dying before they do.
I also help people with legacy planning, making sure their obligations to family will be met if they die unexpectedly or if they want to leave a legacy to a charity.
I also provide dental and vision insurance, as well as assisting clients to understand their choices when it comes to Medicare.
I was born and raised in San Diego, so when I go to the coast it is a must to get my feet in the sand. I now live in Southern Oregon and am blessed to have my two grown children and most of the grandchildren living close by. My two dogs are my daily buddies. I used to run marathons and I still love to run, hike, bike, swim, lift weights, golf and I enjoy a good game of ping pong.
Building relationships with my clients is the very cornerstone of what I do. It helps me better understands their needs and address their concerns. I help people in person and remotely as I have many clients across the country.
If you are reading this, I look forward to connecting with you too.
- Medford Rogue Rotary
- Kids Unlimited Basketball
- Peanut Butter Project
- Hearts With A Mission
- Redemption Ridge
- Ambassador for Living Opportunities