Experience

Herbert Financial Group

• United States
• Financial Services
• 1 - 100 Employee

• Administrative Paraplanner

  • Oct 2021 - Present

  Auburn Hills, Michigan, United States Supporting advisors that are developing and applying financial plans for clients. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals… Show more Supporting advisors that are developing and applying financial plans for clients. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less



Hantz Group

• Financial Services
• 100 - 200 Employee

• Operations Equity Specialist

  • Jun 2021 - Sep 2022

  Southfield, Michigan, United States Guide and support financial advisors in the settling of deceased client’s affairs. Developing new methodology and software to improve the efficiency and accuracy of the claims process at a company-wide level.

• Operations Equity Specialist

  • May 2020 - Jun 2021

  Southfield, Michigan, United States Served as company liaison and provided support for financial advisors in all Hilltop and Charles Schwab related business. Processed and maintained Hilltop and Charles Schwab accounts for clients.

• Junior Financial Advisor

  • Dec 2019 - May 2020

  Romeo, Michigan, United States Assisted financial advisors in data collection and creation of a holistic financial plans. Provided support to accountants through data implementation utilizing tax software.

• Financial Planning Intern

  • Aug 2018 - Dec 2019

  Romeo, Michigan, United States Assist financial advisors in day-to-day administrative and clerical activities. Prepared for SIE and Series 7 certification exams.



Liberty Sheet Metal

• United States
• Construction
• 1 - 100 Employee

• Safety Monitor

  • Apr 2017 - Sep 2017

  • Assisted journeymen and foreman in the assembly of commercial grade sheet metal roofs and worked in the machine shop to prepare and ship building materials to job sites



Clinton Township Water Department

• Seasonal Employee

  • May 2015 - Aug 2015

  Helped maintain pipes and cement near manholes as well as constructed ditches in compliance to city code. Also maintained fire hydrants and addressed issues regarding unpaid water bills for township residents