Over 20 years, I've successfully helped clients achieve life goals through financial guidance and planning. My experience includes: holistic financial planning, bank management, Insurance planning, Business Strategy and Contingency Planning. Currently, my role is a: Licensed Client Trade / Service Specialist. The current career planning goal is to transition back into wealth management. I enjoy helping clients by building and presenting custom financial plans with projected success based on Monte Carlo. Future accreditations: I would like to obtain my CFP designation. Partnering with our experts in different lines of business allows me to provide the best solutions for clients and prospective clients. I love the challenge, as well as obtaining expert knowledge around the stock market, securities, corporate actions and more. “At its core, the idea of purpose is the idea that what we do matters to people other than ourselves.”-Angela Duckworth, Grit