Experience

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  Northwestern mutual

  Apr 2021 - Mar 2024

  Financial representative

  As a financial representative, my mission is to empower individuals in all walks of life to enjoy financial literacy and freedom. I achieve this by identifying my client’s current financial picture and their future financial goals. I provide innovative solutions using world-class insurance services and internationally recognized investment products. Through this, I develop meaningful relationships with my clients and do my best to positively impact my community.Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services. Show less

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  Equis financial

  Apr 2024 - now

  Field underwriter

  Equis Financial is a premier Insurance Marketing Organization for independent insurance agents and agency builders today. Designed from the ground up by industry veterans, Equis provides a proven system that works for anyone. With the driving force of progressive technology, an exclusive lead program, a competitive product portfolio, and state-of-the-art training, Equis has created a company for agents and agency builders to develop a business of their own.Equis Financial was acquired by Integrity Marketing Group, the nation’s largest independent distributor of life and health insurance products, in May of 2020 to accelerate combined growth and provide even more Americans with the important life and health insurance coverage they need.Services provided:Life Insurance including benefits such as mortgage protection, final expense, and living benefits; and retirement solutions, including debt elimination. This includes Term, Final Expense, Universal Life & Annuities. Show less

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  Protect and prosper group, inc.

  Apr 2024 - now

  President

  Powered by Equis Financial, the ultimate goal of Protect and Prosper Group, Inc. is to impact as many people and families as possible through the use of planning. By using different financial instruments to create peace of mind and work towards financial security, we are here to be your partner for life.