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Wealth manager with wide array of financial knowledge in investments, tax planning, retirement planning, financial and estate planning. Also, extensive sales experience with over 20 years of managing a territory and growing sales. Relationship management is my strength as well as bringing in business. Small business experience employing over 30 people.
Completed CFP Certification Professional Education Program; Trust I school; extensive sales training including two separate PSS (Professional Selling Skills) classes. Numerous sales awards before my financial career.
A professional, objective, driven, faithful leader whom others can depend on and call on when they need a problem solved.
Energetic, efficient, optimistic, aggressive and giving. Loyal and well prepared to help prospects and clients in servicing their financial needs.
Active member of Church of the Ascension; 3rd degree Member Knights of Columbus Council 1032, marraige ministries; Century Blood Donor; Development Board Member of Cristo Rey High School. Finance Committee for Community Housing Wyandotte County.
SpecialtiesStock and Bond Investments, financial planning, estate planning, IRA rollovers, real estate investing, 529 college plans
ETFs, Options, Stocks - long, Tech stocks
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