Prior to joining the agency force, I was an admin staff for 5 years with the agency office, hence giving me experience in admin management which made it easier for me as a Life Planning Advisor to arrange time and manage my clients documents.
I enjoy meeting prospects and am able to build a relationship with them in less than 15 minutes. With more than 30 years experience, coupled with my financial knowledge in estate planning, I am also able to provide professional advice to my prospects.
Dip MII-LUTC, FCLP, AFP, ChFP, RFP
Supremacy Qualifier, Million Dollar Round Table, Namlifa Akard Personal Platinum Award, International Dragon Award