By doing this I ensure members get the services they need to manage their financial health and wealth. It also entails helping members meet their current personal financial objectives by taking care of their investments and retirement needs as well as their estate planning. As a member representative I take a proactive approach in helping my members find solutions that best fit their situation and their needs while also ensuring they are being informed of any changes they may have to offer. In the future my goal is to complete my CFP certification