FAQs
- What education and/or training do you have that relates to your work?
Yes we are required to do yearly and bi-annual continuing education to keep our licenses. But research is constant here!
- How did you get started doing this type of work?
Loved people, finances & investments, just a great fit!
- What types of customers have you worked with?
Preparing & reviewing their personalized plan based around their hopes and dreams. Once working together we will make sure we continue to meet over the years