Experienced executive with a demonstrated history of working in the financial services industry. Skilled in financial planning, marketing strategies, retirement planning, insurance, and client cultivating strategies. Strong business development professional with a focus on building teams of high performing advisors.Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. UFC4Wealth is a Member of United Financial Consultants Group both of whom are independently owned and operated.Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness.This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.1. CA Insurance License #0N04539