I have over 25 years of experience in the investment industry, with a focus on retirement planning, alternative investments, and mutual fund wholesaling.I hold the Certified Investment Management Analyst® (CIMA®) and the Alternative Investment Analyst Charter (CAIA) credentials, which demonstrate my commitment to professional excellence and continuous learning in the field of investment management. I am also a member of the Investments & Wealth Institute, a leading organization for advanced financial advisors. My mission is to build and coach high-performing teams that deliver exceptional service, value, and results to our clients and our company. I am passionate about fostering long-term relationships, implementing innovative sales and marketing strategies, and driving sustainable revenue growth in a fast-paced and competitive environment.Advisor is a registered representative of Securities America, Inc., Member FINRA/SIPC, and offers advisory services through PFG Advisors, an SEC Registered Investment Advisor. PFG Advisors, TruWest Credit Union and Securities America, Inc. are separate entities. Comments posted by third parties are their own, and may not be representative or indicative of others' opinions, views, and experiences. Investments NOT FDIC INSURED * NOT BANK GUARANTEED * MAY LOSE VALUE