I take great pride in ensuring that our clients' needs are consistently exceeded with exceptional attention to detail. With over three decades of experience, my journey in the financial industry began in 1990, initially focusing on residential lending before transitioning to personal financial planning.
In my role, I am responsible for coordinating the day-to-day operational processes, with a specific emphasis on client onboarding. Guiding clients through this process and providing a seamless experience is of utmost importance to me. I believe in going above and beyond to exceed their expectations and make them feel supported throughout their financial journey.
Part of my responsibilities also involves assisting our advisors in monitoring client retirement income plans. I understand that as life changes occur and updates are needed, it is crucial to ensure that our clients' goals and assets remain in alignment. By staying proactive and attentive, I help them navigate potential challenges and make adjustments when necessary.
In addition to holding my Series 7 and 66 licenses, I am State Life and Health insurance licensed. This allows me to focus on ensuring our clients' insurance coverage aligns with their needs. I believe comprehensive financial planning involves addressing all aspects of a client's financial well-being, including insurance protection.