Address:
San Francisco, California
Expertise:
Retirement Planning, Wealth Management
Favorite Business Publication:
On Wall Street
Education Degrees:
Bachelor of Arts, Truman University; Accredited AAMS, College of Financial Planning
Highlight of career?:
The most gratifying aspect of her career is providing helpful services to her customers.
Number Of Years In Profession:
11
Number Of Years In Current Position:
9
What Does He/She Attribute Success To:
She attributes her personal and professional success to her perseverance and hard work.
How Did They Get Involved In Profession:
She became involved in the profession because she always wanted to help others.