As president and CEO, my priority is to assemble a team of professionals to optimally serve our clients, and to cultivate and maintain close client relationships. I am dedicated to developing successful financial blueprints to meet the specific needs of each individual, multi-generational family and their business. I have a passion for providing helpful financial information through speaking at national conventions, writing articles and providing educational videos and webinars. I also enjoy working closely with purchasing cooperatives, associations and franchises nationwide.