Personal Summary:
I am a Financial Consultant with AXA Advisors. My typical client falls into two categories: those who are happy with their financial situation, but are looking long term to protect their assets and those who are unhappy with their financial picture. Those who are unhappy usually are concerned about their ability to save for their children's education, are afraid they won't have enough money in retirement, or fear they won't be able to retire at all. I work with my clients on strategies to address their concerns.
Life Plan Summary:
Life Vision: To leave a positive impression on everyone I meet.
Core Values: Honesty, trust, and integrity are very important to me.
Strengths: Kind, compassionate, strong work ethic, smart, great listener.
Passions: Children. I believe that every child should have a home.
Goals:
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To have a strong financial consulting business., by
2010
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To start a community of homes for children who are in foster care. So they always have a place to go "home" to., by
2015
Education:
Metropolitan State College of Denver
Bachelors Degree, Business Management, Sep 2004-Dec 2007
Clubs: President, Student in Free Enterprise (SIFE); President Metro State Alumni Business Networking Club (ABNC).
Experience:
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Organization: AXA Advisors
Title: Financial Consultant
Jan 2006- Present
I work with clients to identify where they are financially today; where they want to be financially in a few years and how do they want to live in retirement. Then together we come up with a strategy to work towards those goals.
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Organization: Metro State Alumni Business Networking Club
Title: President of Club
Jan 2006- Present
The goal of the club is to bring together the alumni of Metropolitan State College of Denver. As a group we will support each other in our business endeavors and hire the students at Metro State when filling employment positions.
