I have worked in the financial services industry for over 15 years, including 9 years of Financial Planner and Analyst roles requiring analysis of detailed information for financial planning, presentations and recommendations. I’ve also worked as a bookkeeper, accountant, office manager and marketing representative, and run my own Mary Kay business. I completed training and passed the tests for the Certified Financial Planner designation and Financial Para Planner Certificate, and at one time was Securities Licensed with both a Series 7 and 63, and carried Life, Health and Accident Insurance Licenses.
Approach: People person who enjoys organizing clients’ finances and providing excellent client care.