Financial Advisor
CurrentFrom a young age, my passion has always been to pursue a career in finance. As a financial advisor, I use my experience to help my clients plan for their futures, and I work to help them accomplish their financial goals. I take a personal interest in each of my clients, and through careful consideration of their needs, we build strong, long-lasting relationships. Benefit Planning, Inc. provides financial advice, financial planning, retirement and estate planning services to federal employees. Since joining BPI, I have developed an in-depth understanding of the federal benefits system, including retirement eligibility, retirement options, pension estimates, Thrift Saving Plan (TSP), Social Security Benefits, Federal Employee Group Life Insurance (FEGLI), CSRS/FERS Annuity calculations, CSRS/FERS Survivor Benefits, sick leave calculations, military buy backs, CSRS Voluntary Contributions and deposits and re-deposits. In addition to financial services, I have provided educational seminars and training sessions to the following government agencies: United States Postal Service, Secret Service, FBI, Social Security Administration (SSA), Drug Enforcement Administration (DEA), U.S. Marshal Service, Farm Service Agency (FSA), Rural Development, Natural Resources Conservation Service (NRCS),Veteran Affairs (VA), Department of Labor, USDA Milk Division, U.S. Attorney's Office and the Bureau of Alcohol Tobacco and Firearms.