Team Financial Partners
Business or Service Type
Business License Number
CA Lic. #0F75920
I provide financial guidance to families and businesses by focusing on goals and desired outcomes. I look at you and your economic life value holistically to ensure that we protect your most valuable asset: your earning potential.
With the support of Team Financial Partners, a general agency with the insurance companies of OneAmerica®, I offer a wide range of products and services to help you with protecting your income, assets and legacy.
As a military wife, step mom and 30 years a professional business woman, I know first-hand the intricacies of a family’s financial well-being. Using skills in these areas help define the needs of clients by listening, analyzing and redefining the picture of asset protection and retirement strategies. Currently, I hold a FINRA Series 6 and Series 63, Life and Health Insurance, Long Term Care and Property and Casualty license. To keep up with the laws and regulations concerning retirement strategies, I continue my education on a regular basis.
Insurance Licensed in Ca #0F75920
California, Southern California, Texas and Utah
Small Business Retirement plans, Business Exit Strategies, Individual Retirement Strategy plans, Long Term Care, Life, Disability and Health