I have been with Senior Financial Planning, LLC for 13 years. I enjoy working with clients to help them reach their financial goals. I oversee the day-to-day operations that are required to keep the office running smoothly. I have gained a wealth of knowledge and experience while working with Tim. I have been able to obtain my insurance license and also complete the Series 6, Series 63, and Series 65 tests for securities.
My goal is to properly answer client questions, help them solve issues as they arise, and give them the best service that I can each and every day.
On a personal note, I have been married for 38 years and I have 3 grown children. I enjoy spending time with my family, traveling, reading, puzzles, and all types of crafts.