History
, Modern Woodmen is one of the largest Fraternal Financial Services companies in the country. As a fraternal organization, Modern Woodman doesn't have stockholders, we exists for the benefit of our 750,000+ members. Our mission is to improve the quality of life for our members.
Specialties
I specialize in individuals and small business owners. We take an organic approach to assess your current situation, evaluate your goals and needs, then prepare a plan that will grow with you in the future. Business Planning: Business owners have more complex needs. I can help with buy-sell agreements, business valuation, continuation planning, key employee protection, and exit strategies. Employee Benefits: Attracting, retaining, and rewarding quality employees are critical in today's business planning. I can help with several options to ensure you're doing all you can to keep quality employees.