I'm an independent business owner with over 10 years of experience in the financial services industry. As a licensed financial professional, I help families build a secure financial future through financial strategies, solutions, services and education. My goal is to get families' attention and interest into financial matters and for them to obtain some basics of how money works. Understanding our financial situation and strategy is a priority, especially when faced with the challenges and uncertainty of today's financial climate. As a member of a diverse community of caring professionals, I helped complete our promise to financially educate 1 Million families by 2020. We now embark on our next endeavor - to educate 30 million by 2030.At my previous employment, I was a highly motivated data protection specialist, specializing on backup and data recovery. I was responsible for one of the most important tasks in all of computing - creating, validating, and verifying backup jobs that contain the company's critical data. I was recognized by management as truly strong in team leadership, problem solving, technical support and superior customer service.I love to travel. Since joining the campaign, I've been able to take my family on luxurious trips and cruises to some of the most beautiful places in the world - Paris, Italy, Israel, Singapore, Japan, Spain, Vietnam, Mexico, Portugal, Thailand, and the list goes on and on.When I'm not in the office, I'll either be spending my time with my family at the bowling alley, watching a movie, jogging, or walking the dogs. In the future, I'll resume my love for attending concerts and sporting events.
Listed skills include Financial Education, Retirement Planning, Entrepreneurship, Estate Planning, and 14 others.