My role in the office is to assist our Financial Planners in getting ready for client meetings by preparing meeting materials, assembling financial reports, situation modeling in financial planning software, ensuring actions are completed in our CRM system, and conducting client specific research. I act as a supportive team player and prioritize a quality experience for clients. I aspire to one day be a financial advisor and enjoy every moment I get working with our planners.
ACCREDITATIONS & EDUCATION
HOBBIES & PERSONAL LIFE
“For the mind does not require filling like a bottle, but rather, like wood, it only requires kindling to create in it an impulse to think independently and an ardent desire for the truth” - Plutarch