MY PATH TO PREMIER

I became the professional I am today as a result of working with and learning from many great individuals and professionals. I entered the service and administrative field when I was just 15, thus learning the importance of hard work, professionalism, and serving others at an early age. I wouldn’t be where I am today without the excellent mentorship, dedication, and perseverance of those who invested their time and energy into helping me develop as a professional and as a person…I consider this a priceless gift.

WHAT I LOVE MOST ABOUT WORKING WITH PREMIER

The best part of my position at Premier? The relationships I’ve built with clients, my colleagues, and the community. Being able to add value and work intimately with clients to promote financial well-being is a huge privilege, and I thoroughly enjoy building relationships with each and every client. Our clients are diverse and wonderful individuals with unique and interesting lives; I’m blessed that they share them with me and allow me to be of service to them.

I’M PASSIONATE ABOUT…

I’m passionate about assisting clients with estate planning. Through my years as an advisor, I’ve had the privilege to assist many clients and survivors with the implementation of estate plans; during this time, I’ve encountered multiple instances where good planning has helped clients avoid pitfalls or challenges associated with administering an estate. My commitment lies in planning strategically to avoid unnecessary taxes and, most importantly, fulfilling clients’ wishes in an efficient, seamless manner that minimizes stress for survivors.