Our office works with individuals and their family members to help prepare them for retirement, investment and long-term care decisions while maintaining financial security. Our goal is to assist families in the greater Richmond area that have concerns and need solutions to the following:-Retirement Income Planning-Asset Protection-Estate Planning-Financial Advice-Investment Management-IRA & 401(k) RolloversWe created the Complete Planning Review (CPR) process with this in mind. Our CPR process addresses issues about retirement income needs, disability decisions, investment goals and wealth preservation strategies for you and your loved ones. This process also sets up priorities to make educated decisions without feeling overwhelmed or pressured.Our priority at Financial Dynamics is to develop lasting relationships with individuals and families in need of trusted advice concerning their retirement and estate planning goals. When you walk through our doors, you can expect a professional and friendly environment to allow clarity during the planning process. Our team approach—ranging from advisors, attorneys and caregivers—will give you a source for all of your pre and post planning needs. We look forward to being of service to your family now and in the future!

• Advised families on financial strategies by reviewing all financial statements and documents to offer solid and simple solutions to a complex situation that will ensure financial security throughout their lifetime• Proficient with specific company software applications to research and create estate planning documents• Project clients future retirement needs including budgeting, forecast spend analysis, savings diversification, and formal documentation to allow for easier understanding.• Provide clients with detailed reporting and analysis requiring database exports and a high degree of Excel familiarity• Create and deliver presentations to clients on product updates and market trends

• Consulted with individuals and families to ensure their financial future was secure• Performed an in-depth analysis of each client's entire financial situation and advised on the next financial step to take• Responsible to created, maintain and organize multiple client records to successfully pass compliance inspections

• Responsible for all aspects of new agent development throughout Virginia and parts of West Virginia.• Subject matter expert on products, selling systems and multiple quoting and client retention software• Analyzed agency financial reports to identify opportunities for staff training, product marketing or agent coaching to achieve our common goals• Assisted with HR tasks such as creating and posting job advertisements, facilitating interviews, hiring, handbooks and training new staff members, and created agency policy manuals and employee guideline • Accountable for assigned agents meeting their first year sales, retention, and profitability goals. Achieved the number two overall New Agency Consultant/New Agency Specialist team in the country.

• Created presentations to train agents and staff on various products and software suites• Supported agents by offering first level technological advice on computer hardware and software systems• Developed relationships with existing Allstate agencies in territory to engage them in training of new products and systems to increase sales and retention of clients