FAQs
- What is your typical process for working with a new customer?
Meeting one-on-one or conversing on phone to understand their wants, needs and requirements.
- What education and/or training do you have that relates to your work?
Graduate University of Illinois, William Rainey Harper College, College of Financial Planning Colorado. Certified Financial Planner, Certified mortgage Consultant, IRS Enrolled Agent, Will attain my Certified Public Accountant license in 2016.