Affiliate of Certified Financial Services. We design comprehensive financial strategies that maximize our clients' wealth-building potential. Through our unique process, clients learn to optimize every dollar earned while protecting their wealth against risks like taxes, inflation, interest rate changes, market volatility, and lawsuits. This approach provides greater transparency into their personal economy and builds a resilient plan that offers flexibility to navigate life's… Show more Affiliate of Certified Financial Services. We design comprehensive financial strategies that maximize our clients' wealth-building potential. Through our unique process, clients learn to optimize every dollar earned while protecting their wealth against risks like taxes, inflation, interest rate changes, market volatility, and lawsuits. This approach provides greater transparency into their personal economy and builds a resilient plan that offers flexibility to navigate life's challenges. Show less

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. CA insurance license #0I94759. Certified Financial Services is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this… Show more Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. CA insurance license #0I94759. Certified Financial Services is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. Show less

Managed and coordinated events with over 100 participants, oversaw operations of Pro Shop and Food and Beverage. Assured a high level of customer service; regularly and professionally completed daily, weekly, and monthly reports; responsible for cash and check deposits; and processed membership applications on a regular basis.