The concept of financial planning may seem simple, but the solid expertise and skillful execution of a good plan make a huge difference. My value add to my clients lies in understanding each of my clients' unique situation and working with them to achieve their goals. I am thankful for the trust and relationship that we have built over the years.
Having been a manager for two and a half years now, I am very grateful to be given the opportunity to nurture and groom the next generation of financial advisors. I believe that everyone can grow in the right direction given a conducive environment and with the proper guidance.
Although I've been consistently in Million Dollar Round Table, I seek to embrace the values of a MDRT qualifier - be a light to others in the industry, live out the code of ethics and traits of a one. I strive to improve myself so that I may bring value to my teams and the people who believe in me. I am also in the Great Eastern Life Achiever's Club and have been accorded the International Dragon Bronze Award.