Visionary Founder and CEO with extensive experience in the faith-based marketplace, specializing in strategic planning and operational excellence. Achieved company growth through innovative solutions and effective partnerships. Proficient in delivering exceptional customer service, managing investment advisors, and supporting non-profit organizations with tailored retirement plans.
Founder and marketplace leader encouraging seniors to become all they were meant to be.
Provide retirement investment options to public school teachers and staff
Recruit, train and manage a staff of investment advisors