For financial services companies - If you have a temporary need for help with a specific project, let me know! I have a great deal if experience on financial planning software training, general financial education and on coaching advisors to engage in comprehensive financial planning.

Key Skills and Experience:

• Engaging and entertaining presenter

• Adept at creating presentations that make complex topics understandable

• Strong project management and organization skills

• Experienced instructor in a variety of settings

• Experience in coaching advisors to adopt a Financial Planning Process

• Knowledgeable in Risk Management, Estate, Retirement, Tax, and Investment Planning

• Excellent communication, interpersonal and relationship building skills

• Experience in online tool design and review

• Prior Adjunct Professor teaching CFP and Series 6, 7, and 63 classes

Let’s talk to see if there’s a fit!