My mission is to bridge the wealth gap for underserved/underrepresented communities by providing accessibility through education for wealth building, accumulation, and retention. I am passionate about helping people build and protect their wealth, especially in communities where comprehensive financial planning is out of reach. I am great at establishing lifelong relationships with clients and ensuring their financial goals are achieved.Licenses/Certificates:*Series 7 *Series 6 * Series 63 * SIE * Series 66 * MN Life, Accident and Health Other Subject Matter Areas:*Strategic leader *Forward thinker *Change management *Relationship builder *Creative problem solver *Professional communicator *Emotional intelligence leadership *Team player and collaborator *social awareness *Model the way *Talent management