Securities offered through Cetera Financial Specialists, LLC, member FINRA/SIPC. Advisory services are offered through Cetera Financial Specialists and Patriot Financial Group, an SEC registered investment advisor DBA Alder Tree Financial. Cetera is under separate ownership from any other named entity. Alder Tree Financial, 146 Pembroke Street, Pembroke, NH 03275

• Oversaw a 21-stall equine boarding facility through exemplary customer satisfaction and solutions to adversity and the marketing and sales of horses, tack, and services• Encouraged students through the development of their confidence and their relationship with their horse through extensive education and training of both horse and rider

Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through The Patriot Financial Group.Echelon Planning Group, The Patriot Financial Group, and Securities America are separate entities. For full broker/dealer disclosures please visit my website at www.EchelonplanningGroup.com. The third-party comments displayed are not verified, may not be accurate, and are not necessarily representative of our client experience. Securities America and its representatives do not provide tax advice; seek out a tax advisor regarding your specific situation.

• Performed diligently both market and security analysis and identified investment opportunities for clients• Focused on asset accumulation to maximize profits and increase savings for managed client portfolios• Developed client trust through an empathetic approach to wealth management including careful observation of needs, concerns, risk profile, and investment horizon• Communicated clearly investment proposals to educate clients and aid in problem solving and decision making

• Managed bank's operations to include conducting all cash management responsibilities, facilitating audits, and providing all requisite monetary and fiscal reports• Supervised five employees offering guidance and support through the designation of work flow while ensuring employees both deliver exceptional customer service and accurate, high quality work efficiently• Administered staff performance reviews, daily and weekly schedules, and made recommendations in regards to staffing, status upgrades, hiring, and terminations

• Attended to customer needs, concerns, and goals by providing reflective listening to assist customers in choosing the products and services best suited to their needs• Ensured detailed, correct cash management and daily balancing by using AS400 and other banking software