Associate Investment Advisor at 6 Point Wealth. Providing holistic wealth management for high net worth clients and their families. Our services include :Investment ManagementFinancial PlanningRetirement PlanningWill & Estate ConsultationTax Planning and more!

• Assist team with various accounting and client projects in order to assist team members with their specific contract responsibilities, while collaborating with the team resulting in greater efficiency with their duties • Assist manager with team meetings by preparing department budgets, forecasts and plans for the year for each contract, while communicating with team members resulting in an improved template for the department to use• Collaborated with members of BGIS in order to create a training module for future financial accountants by compiling a list of requirements and producing a training manual, which resulted in a more effective way of training new financial accountants