Prior to moving to my second career as a financial planner, I was involved in training. I experienced how colleagues could take the information I provided and improve their performance. In 2019, I moved to the financial services industry with a goal to provide individuals and families information that will support their ability to improve their financial wellness. Additionally, because of my belief in education, I worked to achieve the Certified Financial Planner, Chartered Financial Consultant, and Retirement Income Certified Professional designations to be able to bring a broader range of concepts to consider for their success.
AFEA's mission helps me achieve what I aspire to do: Passing on knowledge to improve your financial outcomes.
