Overview

I am an engaged and dedicated CFP who enjoys all aspects of connecting with clients including planning, investment selection and identifying opportunities for clients to improve their financial success. I have been in the industry and registered for 6 years and have operated in many environments including open architecture. I am adept at face to face interaction and my niche markets are business planning and women's investing. I believe in constant improvement and continuing education. I have the ability to be flexible with B/D and/or RIA and would prefer to keep clients with current provider if possible.

Market
Advisor/RIA
Last Activity
6 months or more

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