FSPLANNERS.COM - Key Persons
Job Titles:
- Customer Service Representative
Job Titles:
- Customer Service Representative
I feel my purpose is to help educate clients so they can make informed decisions. To set a path forward that can help provide financial freedom down the road, setting measurable and achievable benchmarks along the way. I lean on my 18+ years of investment experience to engage clients thru a deep understanding of personal motivations and individualized goals.
Job Titles:
- Customer Service Representative
Job Titles:
- Certified Financial Planner
Seasoned professional with a diverse and unique combination of finance and portfolio strategy experience gained while working in the investment industry with a record of establishing, creating, implementing, and monitoring financial plans to create customized strategies.
Job Titles:
- Customer Service Representative
Job Titles:
- Customer Service Representative
I got into the business because it was a more personal connection than banking. I believed I could help financially organize my clients in an area most did not feel comfortable, help simplify the process to make it more understandable, and then create a path for them to help them reach their goals. As we have always said, the best part of our job is sitting with clients and helping them feel better about their financial lives.
Job Titles:
- Certified Financial Planner
In a time when we are inundated with information, my goal is to help clients sift thru the noise and outline a financial plan that fits their specific needs and goals. We are constantly being "sold" to and I take great pride in collaborating with clients to help them identify the potential obstacles in the market place and free up their time so they can focus on what drives them.