Being a business owner with not much time to digest wordy information, I LOVE bullet points! So here goes
- I worked my tail off while going to college and have 3 degrees - AND graduated without much debt
- B.S. in Business Administration
- B.A. in Mass Communications
- B.S. Accounting
- Managed people and businesses for 30 years
- Been a business owner for 20 for those years
- Owned my business and tax accounting practice for 12 years
- Active in my community
- Current City Treasures, Towanda, KS
- Music Director, First Christian Church, El Dorado, KS
- I practice what I preach
- Work diligently to build our total net worth -That includes staying OUT of debt!
- Most of our personal investments are in well diversified funds, held for the long haul
- Have ample insurance to protect our family's assets
- Implementing a strategic plan to ensure our assets are easily passed on to our beneficiaries and causes when we are gone.
That's me in a nutshell. My entire working life has been about the business of managing people and assets.
I want to be the person to help you build your financial future. I want to be your financial advisor for the long-haul.
Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.