Having worked in various capacities, in banking, legal services, restaurant, real estate and most recently financial services industries, I find joy in helping clients fulfill goals. Providing guidance and advice in many prior ventures, the great accomplishment comes from being an aide to those reaching for financial success. This achievement is found through foundations in education, strategic planning, and implementation. It is my goal to be the channel of support to individuals and organizations, such as non-profits and small businesses, desiring a trustworthy collaborator in such ventures.
Specialties: Reviewing, organizing, planning, research, educating, implementing, and servicing.
Quickset Insurance and Associates
Independent Insurance Agent
February 2017 - Present
October 2018 - January 2020
September 2017- December 2018
February 2017 – December 2017, Southeastern NC/SC
Benefits Consultant, Nationwide, Serving 403B Employees since 2012