Prior to entering the financial service industry, I specialized in training adults in computer software applications, both as and instructor and later an operations manager. Then moved on to work as a Project Manager for a Software development company.
I use this educational approach when working with my clients. During the planning process I feel that I am educating the client to make informed decisions. I don’t dictate what you must do, we work together to ensure that every financial decision is based on what is the most efficient use of the money that is already being used in their current financial decisions.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), Financial Representative of Guardian