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About this business
As a Personal Financial Representative in Lone Tree, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important - your family, home, car and more. I can also help you prepare a strategy to achieve your financial goals.
Products and Services
Pikes Peak United Way Fund Allocation - (2001-present), Colorado Wildfire Mitigation, Colorado Disaster Preparedness, Brd of Dir. Ronald McDonald House - (2003-present), Teen Safe, Colorado Springs Children's Week Sponsor (2005 - present), Pikes Peak United Way Fund Allocation Team, Brd of Dir. World Friendship Place - (2002-2005), Boys and Girls Clubs of the Pikes Peak Region, Board of Directors/Ronald McDonald House Charities, Big Brothers Big Sisters of Colorado, Boys and Girls Club of Southern Colorado, Board of Directors/World Friendship Place, 2000 - Present Certified Long Term Care Insurance Specialist, 2001 - Present Certified Long Term Care Insurance Specialist, 2009 - Present Allstate WCR Agent Advisory Board, 2009 - Present Allstate Regional Advisory Board, Ronald MacDonald House Charities of So. Colorado, Boys & Girls Clubs of So. Colorado
Our Specialties: Retirement, College Savings Plans, Supplemental Health
Memberships and Associations
Agency Achievement Award-1 years, Chairman's Conference-8 years, Allstate Leader's Forum-8 years, National Conference Award-10 years, Honor Ring-11 years, Allstate Financial Leader Award-2 years, Bachelor of Arts-Montana State University, Other-DU Exec. Leadership Prgm., Other-DU Exec. Leadership Program, Other-Corporation for Long Term Care Certification
Mon 8:30 AM to 6:30 PM
Tue 8:30 AM to 6:30 PM
Wed 8:30 AM to 6:30 PM
Thu 8:30 AM to 6:30 PM
Fri 8:30 AM to 6:30 PM
Sat 9:00 AM to 1:00 PM
Sun Closed
Features
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