Financial Services Professional & Financial Literacy Advocate

As a financial professional and an NFEC Certified Financial Education Instructor, my beliefs are embedded in integrity, professionalism, efficiency and most important understanding my clients population and tailoring a solution based on their expressed needs and vision. My Mission as a Certified Financial Education Instructor is to have a positive quantifiable influence in the lives of others with a particular focus on helping people on a path to achieve their financial goals. I focus on delivering superior tailored content to service my particular client population. I separate myself by keeping in close contact with them throughout the teaching, planning and implementation phases. Finances are extremely complex, they can be very emotional and stressful with out the proper literacy and financial awareness. As a Certified Financial Education Instructor and professional, it is my responsibility to add value through continuing to attain knowledge, implement wisdom through client centered curricula and programs while offering and creating specialized resources. I enjoy the positive effect that applied financial literacy can have on an individual and a community.