As the Director of Planning & Investment Services, my goal is to develop our registered representatives and advisors to offer top-tier financial plans and investment services to our clients and scale our Financial Planning and Investment departments. With our firm’s executive leadership, we continue to build a culture of comprehensive financial planning and wealth advisory.
• Fee-Based Financial Planning
• Investment Operations
• Registered Representative & Advisor Transitions & Onboarding
• Case Design / Product Selection
• Education & Training Initiatives
• Home Office Relations
• Strategic Growth
for our firm’s registered representatives and advisors.
Additionally, I help our financial professionals, registered representatives and advisors utilize business technology tools to create efficiencies and automation of their practices, assisting them in scaling their practice.