Owner of financial planning consulting firm, with offices in multiple locations. Oversees the development and implementation of investment and retirement income plans for individuals, families, non-profit organizations, and municipalities. Also the installation of various tax-qualified retirement plans (401K, Pension (DB), 403B, SEP, Simple, IRA, Etc). Asset protection allocation via alternative assets/precious metals, and insured annuity and market-linked FDIC Insured CD's. Establish lifelong income plans for retirees without a pension, or an insufficient one to meet their needs.

Responsible for meeting with clients, developing financial plans and strategies, implementing said strategies, and supervising support personnel working with investments, at 7 bank branch locations. Grew assets under management from $1.8 Million to $26 Million during 2-yr tenure in this position.