I am an experienced multifaceted financial services professional with a passion for financial education and training. My background includes sales, strategic planning, marketing, training, and client relations.
Licenses include NASD series 7, 63, and 65; Michigan's Life, Health and Variable Contracts; Chartered Retirement Planning Counselor (CRPC) certification; with some course work towards Certified Financial Planner (CFP) certification.
At BudgetWise Financial, we teach people to manage money wisely through seminars, workshops, and individual consultations. Topics included goal setting, budgeting, debt elimination, and wealth building. Our focus is to assist women professionals a...
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