Like many of you who have worked in various industries, before entering personal finance in 2001, I too was in a different yet related field; accounting, information, and CRM systems. 9/11 changed that. So I transitioned from helping organizations keep track of their operations to helping individuals keep track of their personal finance needs.
After over a decade as an advisor with insurance, securities, and advisory licenses, national players in the personal finance space asked me for help. They wanted me to educate (not sell) their customers. This took me full circle back to working with organizations and individuals.
So I’ve made it my mission to give that support to others regarding their personal finance decisions. My goal is to be the one that helps them work toward their financial and lifestyle goals. Whether you’re an individual or an organization, join the likes of Vanguard, Ascensus, United Health Care, and others who trust us with their client’s financial education wellness.