Managing Vice President
Current*Responsibilities Include:*Company growth and expansion.*Developing leadership in accountability skills, coachable skill set training and developing a hard working mindset in order to maximize efficiency in our company.*Keeping clients informed and educated in regards to attain their retirement goals.*Performing large case design planning, training, 403(b) & 457 deferred compensation certification. I specialize in Tax-Free retirement, guaranteed income and growth on retirement accounts, IRA's, NQ, Roth IRA's, etc.Retirement Planning, Tax-Free Retirement Planning, Retirement Restructuring.