Create financial plans Establish and maintain customer relationships Construct and monitor investment portfolios Manage employer sponsored retirement plansDevelop tax planning strategiesDraft and conduct client presentationsInvestment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor.Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.Endorsements, Recommendation, and/or Reviews received on this profile may or may not be from a verified client, and as such may or may not reflect real-life experiences of individuals who used our services. Individual results may vary, and CWM, LLC does not claim, nor should the reader assume, that any individual experience recounted are representative of what anyone using our services may experience.

Conducted in person and over the phone sales Executed marketing strategies to close sales Managed benefits administration

Managed client profiles Developed systems and processes Created marketing campaign strategies