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I am a financial services professional with over two decades of collective career experience in the areas of Investment Management, life insurance, commercial/ business banking, retirement planning, employer voluntary benefits, commercial real estate finance, comprehensive financial planning for both middle income and wealthy individuals and families. Teacher and speaker to both membership and employee groups on the virtues of financial literacy and implementation. My professional goals for life are to empower individuals, families, and business owners with financial intelligence and execution unique to their circumstances and vital to ensuring their ultimate financial wealth building success.
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