As a financial advisor at LPL, I provide investment and financial planning services to help clients achieve their individual financial goals and objectives. I have been in this role since July 2021, after working for more than 22 years at Waddell & Reed, where I received multiple awards for sales performance and client service.I am a certified financial planner (CFP®) and a chartered mutual fund counselor (CMFC), with a bachelor's degree in economics from the University of Connecticut. I have a strong knowledge of economics, personal finance, and retirement planning, and I use this expertise to create customized financial plans for my clients. I am passionate about helping clients make informed and confident financial decisions that align with their values and aspirations.