Camarillo, California, United States
With over 20 years of experience in banking and insurance, I currently serve as a Client Insurance Specialist at Hooks Wealth & Tax Solutions. In this role, I focus on life insurance, long-term care, and fixed annuities, delivering tailored solutions to address the unique investment needs and risk exposures of our clients. Partnering with our Certified Financial Planner, I help ensure a comprehensive approach to financial planning while leveraging my expertise in written communication, professional phone skills, and phone etiquette. My work is driven by a commitment to building strong client partnerships and providing personalized risk management strategies that empower individuals and families to achieve financial security and peace of mind. I take pride in contributing to a boutique firm that values collaboration, client-centered solutions, and a holistic approach to wealth management.
As part of our boutique family firm, I specialize in life insurance, long-term care, and fixed annuities, providing tailored solutions to our clients. With 25+ years of experience in banking and insurance, I work alongside our CFP, who brings 20 years of investment advisory and tax expertise that ensures a well-rounded approach to all of our Hooks Wealth client's investment needs & risk exposures.