• Provided financial planning advice and investment management services to hundreds of high net worth clients from all across the country, primarily physicians and dentists.• Managed $190,000,000 of client assets.• Developed extremely strong relationships of trust with clients by deeply understanding their individual hopes and dreams.• Led numerous all-day financial planning meetings advising clients regarding statement of financial position and cash flow, retirement planning, investment planning, retirement plan design, children’s college funding, risk management, and estate planning.• Helped clients, particularly couples, identify and prioritize their financial goals.• Designed action plans for clients which listed their financial goals, provided a status update on their progress towards reaching their goals, and listed the action items required to reach their goals. • Designed financial planning presentations and spoke to state dental society meetings and study clubs.• Used Monte Carlo software in Financeware, Naviplan & eMoney to determine a client’s retirement rediness. • Supervised and managed several support staff.• Wrote financial planning articles which were published in The Dental Practice Report and state dental association journals. • Held staff meeting for the dentist’s staff explaining retirement benefits.