14 years with NM Wealth Management Company (Financial Advisor / Wealth Management Advisor). All CFP courses are completed (via American College), just waiting to sit for the final board exam. Next up is CIMA at Wharton. My practice is focused on financial planning, wealth management (fiduciary) and retirement income distribution planning. Still hold and use 2-15 for Life/Disability/LTC as needed for clients. NM is a Top 10 IBD and we have full access to work with any other insurance products in the market place in addition to NM's product line up.