Investment Advisor Representative

• Nov 2006 - Present

My objective is to help clients reach their financial goals. I work with small businesses on their group health, disability, and life insurance needs. I work with individuals and families on their retirement, insurance, and education planning needs. I use fee-based planning, mutual funds, annuities, and life insurance to help clients meet their goals. I also work with disability and health insurance.

Vice President of Operations

• Jan 2019 - Present

Director of Finance

• Sep 2013 - Feb 2016

As Director of Finance, I handled all of the HR and financial responsibilities of the company. I was in charge of the day-to-day financial operations including the balance sheet and income statement preparation, the budgeting for the company (as well as all of the departments), tax preparation and filings, AP/AR, payroll, and employee benefits (401k and insurance). I was in charge of the payroll tax filings in the 6 states that we had employees. I worked with our Canadian Accountants to get… As Director of Finance, I handled all of the HR and financial responsibilities of the company. I was in charge of the day-to-day financial operations including the balance sheet and income statement preparation, the budgeting for the company (as well as all of the departments), tax preparation and filings, AP/AR, payroll, and employee benefits (401k and insurance). I was in charge of the payroll tax filings in the 6 states that we had employees. I worked with our Canadian Accountants to get us set up for income tax accounts with all 13 Canadian Provinces. I worked with customers to handle complaints and work out solutions to their issues. I supervised a team of 5 employees that handled all of the payments and accounting matters. Show more Show less

Investment Advisor Representative

• Jul 1997 - Nov 2006

At ING, I worked with clients to provide financial planning strategies for their retirement, life insurance, health insurance, and disability insurance needs. I also specialized in working with small businesses for their financial needs.

Investment Advisor Representative

• Dec 1990 - Jun 1997

At DFC, I built a clientele that I helped with their retirement and financial planning goals. I was a District Manger in charge of hiring and training a sales team that grew to seven representatives. I was one of the company's top sales representatives from 1992-1997, including a Top-Producer in 1993, 1995, and 1996.