Founding Partner, Certified Estate Planner, Certified Senior Advisor and Wealth Management Advisor

• Feb 2015 - Present

Forward-Thinking Wealth Management. We plan wisely so you can live fully. Centurion Wealth is a true independent firm built on a foundation of sound ethics, mutual respect and deep integrity. We are free from conflicts of interest and are not beholden to any organization, investment company or products. This enables us to guide our clients toward their financial goals in an unhindered fashion. Our consistent, long-term approach to wealth management and quality portfolio construction means we are not chasing returns and we are not swayed by temporary headlines. Instead, we focus on the fundamentals of investing and financial planning. We are only interested in helping our clients achieve their financial goals through holistic planning and helping our clients’ assets grow in a manner consistent with their unique objectives. I specialize in working with newly-independent women; specifically widows, divorcees and other women who suddenly find themselves solely responsible for making financial decisions for the first time. Investment Advisor Representative of Spire Wealth Management, LLC. Advisory Services offered through Spire Wealth Management, LLC, a Federally Registered Investment Advisor. Securities offered through an affiliate, Spire Securities, LLC, Member FINRA/SIPC. Show less

Founder & CEO

• Jan 2007 - Present

Life Stage Transitions, LLC A Pleasant Solution to Unpleasant Life Events. Educational Consulting, Planning and Personal Services for couples and individuals via: Life Stage Planning for Couples & Financial Independence for Women "Life Stage Planning for Couples is an innovatie and comprehensive planning program that changes how couples prepare for future Life Stage events while Financial Independence for Women enables newly independent women to transition into their new roles with improved knowledge and increased confidence." Wendy Ann Payne Certified Senior Advisor (CSA) 703-431-7305 wendy@lifestagetransitions.com www.lifestagetransitions.com Show less

Wealth Management Advisor

• Jan 2007 - Feb 2015

Senior Financial Assistant

• Apr 1999 - Jan 2007

Operations Manager Senior Financial Assistant Client Relationship Director Operations Manager Senior Financial Assistant Client Relationship Director