The family atmosphere at Bell really shows that Bell ownership cares about their employees. I am confident in knowing Bell will provide me with the tools and training necessary to take care of my clients in the best possible way. I also work with a great manager and team that support my efforts.

The best thing about my position is helping my clients meet their retirement goals. I enjoy helping businesses design and install retirement plans that provide a benefit to their employees, and helping those employees plan for retirement.

Outside of work, I like spending time with family and doing anything outdoors, especially running, cycling, and skiing. I also enjoy reading and music.

Investing and wealth management products are not FDIC insured, have no bank guarantee, may lose value, are not a deposit and are not insured by any federal government agency.