Relationships are the key to my success at Pemberton Financial & Insurance Services, Inc. As part of my initial meeting we will go through a number of financial and personal questions so that I have a understanding of your goals and what is important to you.
The quality of being honest and having strong moral principals. This is the foundation of my practice.
I believe it is important that my education continues throughout my practice. I am currently studying for my Series 7 and 65 to provide additional services to my practice.
Graduate of University of AZ, Tucson, Az
Graduate of Yuma High School, Yuma, AZ
With over (14) years in practice I still wake up every day excited about going to work. I love what I do and have so much more to give back to this industry and accomplish. Goals never stop!
Here is a brief description of a few things that are most important to me and my practice.
I am very blessed to have wonderful parents who are my biggest cheerleaders, and my biggest critics. They have been the backbone to my success in often reminding me what is important in life and not to sweat the small stuff.
What I've discovered is rocks unattended turn into mounds, and then mountains. Ignoring problems is easier, for sure, but if we take even tiny steps to address them, those steps eventually become giant leaps on the journey to self actualization. Reaching your potential as a human being is more than ideal. It is the ultimate goal!
I am very detailed oriented in my work which I believe sets me apart from others in my field. I have to admit I do ask a lot of questions, calculate budgets to the pennies at times, and provide my clients with options and products that help meet their goals.
New York Life Insurance Company is one of the strongest mutual life insurance companies today. I am proud to be associated as an Agent with such a prestigious landmark.
I will admit that I do not know everything but I am associated with a team of individuals that help Pemberton Financial & Insurance Services, Inc. provide services to my clients to assist in their personal, estate and business planning.