I started my career in the financial industry just about 7 years ago having the pleasure of being mentored by someone knowledgeable and well respected in the industry. I am so grateful I had the opportunity to learn from an honest and passionate individual.
I resonated with his company values as “passion” was the reason I knew the financial education industry was my future. My family unfortunately experienced financial strain due to poor financial planning, which I experienced at a young age. My father was the breadwinner for our family and my mother, father, and myself lived the typical “O.C.” lifestyle, until my father suddenly passed away one night just 6 days before Christmas ( without life insurance) . At just 8 years old, I was immediately thrown into an adult role as my mom relied on me to help with all matters, including financial. She was torn apart emotionally, financially, and this was due to lack of proper planning.
Just 4 short years later, as she was having trouble recovering , she decided to look for an investment advisor to review options. He promised her ridiculously high returns knowing she was a widow and was in a despairing position. She refinanced our estate and invested with this investment advisor, who we later found out was the head of a $61 million dollar ponzi scheme ( In which we lost $1.7 million dollars).
This is just ONE example of why I am passionate about this industry. I believe every family deserves a plan and has a mission to ensure families and business owners are protected and educated the right way.
In 2019, I began mentorship with Eternity Financial Alliance and my career officially began. Eternity Financial Alliance truly changed the status quo in the financial industry and upheld the vat for integrity and innovation in the industry. The values and morals the company stands on is unmatched. Through rigorous and valuable mentorship We believe in long lasting relationships with families and business owners. We have strong power alliances who walk with you through every step of the planning process through retirement and wealth transfer.
I want to help you bring your financial vision to reality. I believe in creating alliances with like-minded, yet humble people in other areas of finance, insurance, tax, lending, investing and legal, most times, I find it takes just one conversation – feel free to reach out and connect.