Business Experience

• I began my career in the financial services industry in 1995, serving clients in various states.
• Personal Financial Planning, including planning for retirement, estate preservation, investments, reducing tax exposure, and asset allocation.

Professional Designations

• FINRA Licenses include: Series 7 (General Securities Representative), 66 (Uniform Combined State Law), and 63 (Uniform Securities Agent State Law).
• Insurance license in Life and Health
• Presented financial make-overs in the Nationally known magazine “Woman’s Day” 1998 February issue.
• Involved in various educational workshops in major corporations, factories and local community college in the following area: retirement planning, investment allocation and estate planning.
• A member of the Million Dollar Roundtable for three consecutive years.