How I can help you

Help with your

  • Online marketing: social media, email campaigns, content, business cards, etc.
  • Buy sell agreements.
  • Insurance (life insurance and long term care).
  • Management - managing employees
  • Projecting goals
Areas of Expertise
  • Business Strategy & Planning

Industry Experience
  • Banking, Financial Services and Insurance

Education

Life Insurance License

Series 7 and 24 (Securities License) 

Mastery Certification in Email Mastery and Social & Community Manager

Graduate of many courses relating to Estate and Financial Planning

Graduate of many courses - Coaching, Business Mastery, Online Marketing, & Time Management


Communication Methods

  • Phone