Experience

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  Bank of america

  May 2000 - Dec 2006

  Keying specialist
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  World financial group (wfg)

  Jun 2006 - Mar 2024

  Senior marketing director

  Helping small to mid size business plan for retirement while maximizing tax deductions

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  Transamerica financial advisors, inc.

  Jan 2012 - Mar 2024

  Investment advisor representative

  Transamerica Financial Advisors, Inc. financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where they financial professional is not registered. Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Member FINRA, SIPC, and Registered Investment Advisor. Non-Securities products and services are not offered through TFA. TFG009079-06/16www.FINRA.orgwww.SIPC.org Show less

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  Self employed

  Jan 2021 - now

  Financial services professional