FAQs
- What education and/or training do you have that relates to your work?
Required continuing education every 2 years.
- How did you get started doing this type of work?
My desire to help people in numerous ways evolved into a more comprehensive and holistic approach to services both inner & outer.
- What types of customers have you worked with?
401k Rollovers, Life Insurance, Estate Planning, IRA accounts, Auto, Home and Wealth Management.