MYCPE ONE

Winner Bio

After decades of working in the financial field helping to educate clients, I have started a new E-Learning site, Metamorphosis, to guide 50+ as they navigate pre-retirement and retirement choices. Metamorphosis is a subscription-based service that opens the door to dozens of webinars on a myriad of topics. Topics such as social security, Medicare, estate planning, financial readiness in retirement, and so many more. Metamorphosis can also be used by businesses to provide these webinars for clients and/or employees. We offer a free 3-day trial...come see for yourself! For years, I have worked with individuals to guide them on their financial path. Clients hire me when they are overwhelmed, lost, or unsure of how to think about their finances, and need help in managing decision-making. In helping to break the financial process into smaller pieces, our clients gain peace of mind while we coach and help improve their financial mastery.