Financial Planner

• Feb 2023 - Present

Employee Benefits Specialist

• Feb 2023 - Present

Providing holistic options for employers and employees, helping with retention, competitive benefits and retirement planning. We offer seminars, educational workshops for all employees and CEO/ Corporate planning including retirement, succession, buy-sell agreements and Estate planning. Our relationship in the industry help us ensure the best plan for the best price, with 9 exclusive group contracts and negotiating powers that surpass most independent brokers. We are passionate about providing confidence and education so working with us you can ensure your entire team has a holistic plan for their future. Show less

Financial Planner

• Aug 2016 - Feb 2023

I came into the financial industry wanting to make a meaningful , long term impact in the lives of my clients and their loved ones I work diligently to create lifetime financial security and peace of mind through every stage of life. Coming from a customer service background, I understand that compassion, empathy and kindness are the driving factors to help clients enjoy the process while educating and providing holistic advice. I am passionate about building lifelong relationships with my clients and colleagues and I believe wholeheartedly that no matter where you are in life, everyone needs great advice. My skillset is vast and continually growing, so whether you are building savings, a business, planning retirement, creating a business succession, looking for tax-efficient strategies , protecting your business, protecting your cash flow, buying your first home, a vacation or investment property, planning a family, planning your estate or charitable giving, you can rest assured you are getting comprehensive, up to date financial advice to help you achieve your goals. Show less

Internet Sales Manager

• Aug 2015 - Jul 2016

Helping clients online and in person find the vehicle of their dreams Helping clients online and in person find the vehicle of their dreams

Gift Registry Consultant

• Sep 2012 - Aug 2015

Helping brides and grooms build their perfect home and registry, helping their guest find the perfect gift and building relationships with the happy couples Helping brides and grooms build their perfect home and registry, helping their guest find the perfect gift and building relationships with the happy couples