I am an independent self employed Financial consultant/planner. I offer a challenging and professional work environment with training, benefits, growth potential in a
positive atmosphere and free parking!
My Vision is: Clients living fulfilling and financially secure lives.
My Mission is: To create a profitable, professional and client focused
practice where we all feel appreciated, challenged and rewarded appropriately. My clients feel valued and receive prompt, relevant and meaningful services. My processes are efficient,
well documented, customizable and transferable.