800 Winchester Dr.
Burlingame, California 94010
Throughout my 15 years of running a senior home care agency and dabbling in real estate investing on the side, I have developed a growing interest in personal finance – specifically, finding ways to make the most of what we have and reach our maximum financial potential. When I stumbled upon the Infinite Banking Concept, something resonated with me, and after reading Nelson’s book I am convinced that IBC is a uniquely powerful way to help people reach their maximum financial potential in a safe and massively efficient way. I am excited and honored to be a part of this organization and to help spread the word!
In my spare time, I love spending time with my husband and school-aged children, whether it be volunteering in their schools, helping coach their teams, hitting the ski slopes with them, or providing shuttle services to and from a myriad of activities.
Please feel free to reach out any time. I look forward to connecting with anyone interested in exploring how to take back the banking function in their own lives!
Located in: California
Also licensed to practice in:
No products in the cart.