Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Mission Federal Credit Union is not registered broker/dealers and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.

Created comprehensive financial plans for individuals and familiesDeveloped customized investment portfolios to meet client specific needsConducted effective client reviewsExpanded book of business to over 100 clients with over $11 million AUMAddressed client fears and concerns during recession and provided solutionsManaged client portfolios to minimize risk through diversification strategyIdentified and recommended investment opportunities Analyzed tax returns for financial and tax planning strategiesPrepared individual tax returns at high level of accuracy

Lead team of 8 employees in customer service departmentEvaluated employee performance through detailed call and job performance reviewsCoached and trained new employees on telephone skills, product knowledge, company procedures, and computer applications.Achieved highest company division award in 2003Executed highly detailed transactions that reduced the divisions exposure to market losses by over $10 million per year