Client Fulfillment Professional
I’ve always been passionate about working in the financial industry and for the past six years I’ve enjoyed helping advisors who are dedicated to creating more fulfilling lives for their clients. My personal goal is to continue to learn and grow within the industry; I’ve completed my FINRA series 7, 65, and 63 as well as the Life and Health Insurance exams.
Over the last few years, I’ve become proficient in account establishment, documentation, and process efficiency in order to streamline the experience for both advisors and clients. Working with Accrue Financial Services allows me to pursue my dream of helping others create a financial plan that fits their goals and lifestyle.