Executive Assistant & Client Concierge

• Jan 2015 - Present

Would your financial advisor be one of your first five phone calls when there is a change in your life–both good and bad? Have you thought about how you will respond to planned or unplanned changes? Our goal at Covenant Wealth Strategies is be on your First Five™ list because we care and there is always a financial implication. 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. We take a focused and tailored approach to our comprehensive financial planning process that involves understanding your unique financial objectives and designing a strategy that strives to build and preserve your wealth over your lifetime. We work diligently to earn the opportunity to be a First Five™ phone call. We understand that this position is sustained through exceptional service and consider it a privilege and honor to be a First Five™. For a list of states in which the financial consultants affiliated with Covenant Wealth Strategies are registered to do business, please visit http://www.covenantwealthstrategies.com. Partnering with you allows us to live our purpose-driven mission and to act as a catalyst for your future. Email me at shelly@covenantwealthstrategies.com or call 302.234.5655 to learn more. Mission: The team at Covenant Wealth Strategies is a catalyst, striving to build financial security, see dreams fulfilled, and create enduring legacies. Core Values: Integrity Excellence Empathy Wisdom Value Proposition: Our goal at Covenant Wealth Strategies is to be your trusted advisor by offering professional knowledge, integrity and personalized service. We believe that starting with a comprehensive financial plan is the cornerstone to success. We are committed to building and maintaining a long-term relationship with you. Services: Financial planning, investment management, retirement and estate planning, tax strategies, risk management, saving on and for college, etc. Show less

Aquatic Fitness Instructor

• Dec 1984 - Present