FAQs
- What education and/or training do you have that relates to your work?
Continuing Ed is annual and mandatory.
- How did you get started doing this type of work?
By accident. Like many things in life. But maybe not. I grew up middle class we never wanted for anything. But when my grandfather passed he left this world without a penny to his name. A man who worked all of his life and made it through the Great Depression I never understood how that could happen... That's really where my career started
- What types of customers have you worked with?
Building portfolios, buying insurance,acting as trustee in some cases. Talking them off a ledge and referring them to other competent individuals who's services they may need.