At Arete Financial Solutions, we have your “Complete Financial Wellbeing” in mind. We strive to deliver high-quality services for all your financial needs in one convenient location. We offer a complete suite of financial services including accounting, tax, business legal, trusts and estate planning, and financial planning. I am taking on the role as financial advisor for the group, offering support and insight into different invesent vehicles clients can choose from to better their financial standing. From business formations, bookkeeping for your business, personal and business tax returns, wills and trusts to ensure your property passes according to your desires, and financial advice on how to keep and grow your hard-earned money, Arete is with you every step of the way.Disclosures:‎ This is not an offer or solicitation in any jurisdiction where we are not authorized to do business 1. Disclosure link ‎‎3.‎ Securities and advisory services offered through Arete Financial Solutions, Inc., Member FINRA (www.finra.org)/SIPC(www.sipc.org). ‎‎4. ‎Arete Financial Solutions is a division of Arete Financial Services. ‎5.‎ The third-party comments displayed are not verified, may not be accurate and are ‎not necessarily representative of our client experiences. ‎‎6.‎ This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites.

Disclosures:‎ This is not an offer or solicitation in any jurisdiction where we are not authorized to do business 1.‎ Insurance Licensed in: Arizona & New Mexico ‎2. Disclosure: http://www.mutualofomaha.com/disclosure/ ‎‎3.‎ Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA (www.finra.org)/SIPC(www.sipc.org). ‎‎4. ‎Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company. ‎5.‎ The third-party comments displayed are not verified, may not be accurate and are ‎not necessarily representative of our client experiences. ‎‎6.‎ This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites.

Working with senior advisor at Securities America to provide excellent care to our clients. Specializing in individuals, trusts, and small businesses. We are a small firm, looking to be able to give specialized attention to each of our clients.

Main job duties include: filling and managing 700+ small civil claims suits with the Las Vegas Justice Court, corresponding with clients, process servers, and court appointed representatives regarding the lawsuit process, time managements, training additional staff members, skip tracing information on debtors and research into current civil laws and regulations for the state of Nevada . Assisted bringing an increase of 355% gross revenue to department with implementation of template and database I created myself.

Provided Office administration assistance with tracking payments, keeping targets of attaining new clients and setting up firms's website, emailing lists, and keeping a ledger of account spending at the firm. Proficient in Clio, Lexicata, MailChimp, Wealthdocs, and Wordpress, as well as site creation on various social media platforms in order to establish databases and for clients, leads, and marketing. Other duties included discovery of facts for attorneys and drafting of demand letters, buy-sell agreements, LLC formation and other various Estate Planning and Probate documents

Working on finding solutions for client with technological solutions and services. Working in Connected Home and Computers to find products that increase the quality of life or business that they are trying to improve.

Perform duties as a Legal Assistant assisting attorneys with client files, contacting insurance companies and doctors, and coordinating between different parties to assist with Personal Property Damages and Bodily Injury claims. Assisted in winning a combined $3 million in cases throughout my time at the company. Additionally, worked closely with attorneys to market and advertise on the firms behalf, communicating between doctor, attorneys, and other medical professionals to bring in clients.

Teaching children ages 4-12 basic to intermediate skiing skills through level 6 skiing. Additionally, caring and providing other guidance with the Arizona Snowbowl to the ski wee and Mountain Kids programs.

Move items from inbound trucks at an average rate of 85 units per hour for the entirety of time at position. Performed tasks such as Master Sorter, working the conveyor belt, managing stocking queues, and storing in the general warehouse as well as customer owned areas.

Would assist realtors and broker with advertising houses in the Maricopa and Pinal Counties, utilizing social media to give brand recognition to the company and increase exposure for the realtors. Additionally, assisting with researching trends in housing market for HUD Homes and times best for advertising for the business. Creating websites with sounds, slides, and editing high quality movies and pictures were also included in the job to give beautiful presentations for houses.

Computer Troubleshooting, hardware and software repairs and fixes. Virus removal, conflict resolution through Nova, the Bridge, and Service Centers with client issues. Learning and utilizing programs like MRI, Customizer, and the different tools and utilities within the programs. Paperwork creation and completion up to codes and standards held by Geek Squad Precinct, working on helping the clients in a professional, timely, and educated manner

First and foremost answering the calls that the store received on a daily basis. Also assisting customer service and assisting with online orders, pick-ups, and issues. Also assisted the Geek Squad with miscellaneous task i.e. installing ram into computers and cleaning. Worked closely with managers with store projects, and assisted with inventory counts, moving, jobs, and hauls.