I have more of a corporate background and mindset cultivated from a successful and extensive experience as a contractor/consultant for small – medium sized operations. After I completed my MBA in 2007, I explored a transition to business planning for individuals, which is known as financial planning. I enjoy the relationships that I develop in this career path for I find that clients and their children become extended family to me. Their successes are mine as well.
I am active locally as a volunteer (community organizations, parent counsel, and soccer coaching) and charity fund raising for I feel that giving back is critical to moving forward as a society.
I have also brought about successful campaign fund raising for a political candidate and continue to be approached in that realm, but remain selective.
Disclosures:
http://www.investorsgroup.com/en/legal/disclaimers