With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.
I have been working in the insurance & financial industry since April 1, 2006 focusing on life insurance and investment planning for public safety officers and their families. As part of Wealth Management Strategies, I provide employee benefits such as disability, life, long term care & supplemental plans to large public safety associations. With 15 years of experience working with public safety officers, I have a thorough insight into the unique needs around protecting their families and helping them plan for retirement.
Prior to working with Equitable Advisors, I graduated from California State University Long Beach in December 2005 with my Masters Degree in Business Administration. I currently live in Anaheim Hills, CA with my husband Andy and our two daughters, Abigail and Eleanor.
Wealth Management Strategies is not owned or operated by Equitable Advisors, or Equitable Network.