Wealth Management Advisor
I started my career in the financial industry in 1997. I have a Bachelor of Science degree from Emerson College in Boston MA and a Master of Arts degree from Montclair State University. I hold the FINRA series 6,7,63 and 66 securities licenses as well as the Life and Health Insurance license. I am a licensed Real Estate Broker.
I excelled as the Senior Financial Specialist and Vice President at Wachovia/Wells Fargo. Prior to Wells Fargo I taught Marketing courses at Berkley College as an adjunct professor. Education is an integral part of financial planning. I have been instrumental in helping clients understand the financial plans and strategies I implement to help clients reach their goals. From my experience I learned that the educational approach builds trust. I know my relaxed and straightforward demeanor has helped in building the trusts that strengthens relationships.
I have sought out various ways to help people rise above the challenges that life places in their path. This theme is seen in my financial planning, but it overflows into my desire to give back to the community around me. I am affiliated with the following non-profit organizations: Tunnel to Towers, Turtle Mountain Animal Rescue and Oasis LLC. I also support the Big Brothers and Big Sisters program.