I have been working in the financial sector since 2003. I have earned the designation of CFP and Enrolled Agent. I am also life insurance and series 7 licensed. However, what sets me apart from others is my passion to help people through education. I believe an informed client is a happy client.
In addition to my financial background, I have worked as a school counselor since 2001. I believe this has given me a unique perspective. Also, if Spanish is your preferred language, I can help—Soy fluido en Español.