As a Modern Woodmen representative, I use my knowledge of financial products and needs to help my members and the Ohio community plan for a secure financial future. I can help small businesses, families and individuals develop a personal (or business) financial strategy unique to their needs and goals.
My role is to help small businesses, families & individuals:
• Define their goals and objectives.
• Assess their current financial situation.
• Create an affordable plan that will grow with them in the future.
• Help them get started and then review and adjust their plan over time.