I assist our financial planners with investment selection and creating model investment portfolios. This includes evaluating the client’s current financial position and recommending strategies for investment and risk management. In addition, I review results regularly to evaluate the client’s progress toward meeting their individual financial goals. I was recently a member of the first of the first graduating class from the College of Financial Planning’s Charted Socially Responsible Investment Counselor program (CSRIC). This uniquely positions me to work with sustainable, responsible, and impact investments (SRI) as this rapidly expanding investment forum has become increasingly important to our clients.
Before joining the Financial House in 2009, I was employed by JPMorgan handling bond settlements for their investment banking division. I am currently a Lincoln Financial Securities Registered Representative (Series 7, 24 and 63 licensed). I also hold the professional designation of Financial Services Certified Professional (FSCP) from the American College in addition to being life and health insurance licensed.