Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.
6 years of client service experience
2 years of management experience
1 year sales experience
Michigan State University -Bachelor of Arts in Finance
Series 6 & 63 Security Licensed
Life & Health Insurance Licensed
10 years of client experience
2 years of office management experience
6 years of sales experience
25 years of client service experience
17 years of office management experience
19 years' experience in business ownership
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