Family is Everything
My career in Financial Services started because of my desire to spend more time with my young family well over a decade ago. I left the Teaching career that I loved and transitioned into the Financial Services industry so I could have a more flexible work week and optimize my time with the littles as they grew. I quickly realized my passion for teaching and helping others was still present in my work with families, just in a different way. I decided I wanted to specialize in the Family Market so I could help more families secure their future and live the lives they were meant to. Today this still resonates in every aspect of my business! I built NextGen Wealth & Insurance Solutions to serve families like yours, to empower families with education, and to share my expertise in how to protect a family and secure the future for generations to come.
Thank You!
I know your day is busy and filled with a list of important tasks! Thank you for taking the time to learn more about my services. I promise you will not be disappointed by spending 30 minutes with me to see how I can be of value to your family. I offer in-person or virtual meetings, and your coffee is on me!