You have worked hard to build your life, let’s help you create peace of mind by bringing clarity to your financial life, so you can enjoy life to the fullest.
We prioritize your goals, plan, execute, and monitor and control the plan.
In the past, you needed multiple devices to accomplish what a single smartphone can do today. A similar evolution has taken place with life insurance. Message me to discuss how you can accomplish multiple protection goals in one flexible policy.
01/26/2022
Give your family peace of mind with permanent life insurance. It’s
quick, convenient protection. Message me today to find out more and get started
Financial Consulting Associate
We are an independent wealth management firm, and provide customized planning solutions to individuals, families and businesses. If you are looking for a career that allows you to make a difference, contact me.
Experience:
• An understanding of the industry, financial concepts, product knowledge, investment management, and client-service strategies
• Microsoft Office Suite – Outlook, Excel, Word and PowerPoint
• Knowledge of eMoney or similar financial planning software.
Education/Licenses:
• Bachelor’s Degree.
• Successfully obtain insurance license.
• CFP a Plus
| Monday | 8am - 7:30pm |
| Tuesday | 8am - 7pm |
| Wednesday | 8am - 7pm |
| Thursday | 8am - 7pm |
| Friday | 8am - 5pm |
| Saturday | 9am - 1pm |