In 2023, Waterfront Financial Group merged with DSB Rock Island Wealth Management. This business transition has allowed me to focus on client advisory services through BOSS and DSB Rock Island Wealth Management.At DSB Rock Island Wealth Management, we serve with the understanding that every client deserves a customized financial plan for their vision, values and goals. Our niche is building the right plan, one client at a time. Securities offered through LPL Financial, Member FINRA (finra.org)/SIPC (sipc.org). Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group, DSB Rock Island Wealth Management, and LPL are separate entities. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Third party posts found on this profile do not reflect the view of LPL Financial or Great Valley Advisor Group and have not been reviewed by LPL Financial or Great Valley Advisor Group as to accuracy or completeness.For a list of states in which DSB Rock Island Wealth Management is registered to do business, please visit our website at www.dsb-rockisland.com/wealth-management-and-planning/.

Over the nearly 4.5 years at Thrivent, I learned vital skills which enabled me to take households through a process of in-depth financial planning to help them plan for the following:-Retirement planning-Protection planning-Cash Flow planning-Tax efficiency planning-Estate planning-Succession planning

I managed several clients around the twin cities area, and was their liaison to the niche market of University of Minnesota students and faculty. I also managed my classified executive team, by motivating to exeed a pre-determined monthly goal.My Tasks were:-Review business trends in order to advise customers regarding expected fluctuations.-Contact new and existing customers to discuss their needs, and to explain how these needs could be met by specific products and services including Integrated Marketing Campaigns-Answer customers' questions about products, prices, availability, product uses, and credit terms.-Maintain customer records, using automated systems.-Prepare sales contracts for orders obtained, and submit orders for processing.-Collaborate with colleagues to exchange information such as selling strategies and marketing information.

This is Sigma Phi Epsilon's biggest philanthropy of the year. It involves raising awareness for several months and gaining sponsorships around the Twin Cities. Then the actual event usually takes place in April. It is a 3 on 3 basketball tournament yielding upwards of 200 players annually. This raises thousands of dollars for our national philanthropy.

Led a shift of 4-5 employees carryout day to day operations including keep store fully stocked, clean store, make food in the grille area, and customer relations.

The right hand to an up and coming doctor who opened a optometrist clinic in a successful part or the Twin Cities suburbs. Prepared the patient for an eye exam, took preliminary prescription, fixed and sold glasses and optional upgrades, and billed insurance.