Registered Financial Consultant with expert qualifications driving profitable growth in challenging, competitive, and complex investment markets. Recognized for in-depth knowledge insurance and investment products, trust and estate planning, income planning, and business succession planning solutions. Skilled in developing and broadening relationships with new and existing clients. Highly detail oriented with special talent for analyzing financial information, assessing financial needs, and facilitating effective results. Expert communication, presentation, analytical, and problem-solving skills key to success.

Highlights:

Companies I like:

Financial Services, insurance industry, compliance in financial services

• High Net Worth
• Insurance
• Management
• Wealth Management
• Assessments
• Asset Management
• Business Development
• compliance
• Estate and Legacy Planning
• Business succession planning
• Life Insurance Policy Audits