I have over 10 years of experience, building a comprehensive financial planning practice for individuals from the ground up including diverse responsibilities in marketing, client acquisition and practice management. In year nine, I formed a team practice with a second advisor to add greater scope and depth to our practice and client experience. We took a top down approach to our clients’ total financial picture from cash flow, investment strategies and planning, asset management, retirement planning, insurance needs, and estate planning. We strove to better educate our clients and prospective clients on a wide range of financial planning topics including current market outlooks, investment and retirement strategies, and company benefits. We also helped manage the emotional component of financial decision-making. We found that money decisions were many times emotional and not logical. This is a component often overlooked, but vital to good decision-making and goal achievement. Show less

* Part of the Incoming Inspection team responsible for verifying all incoming component parts, metal work, and bare PCB’s. * Supervise and coordinate Incoming Inspection team regarding daily requirements to meet the needs of current production, future orders and ongoing Engineering activity. * Certified IPC-600 Training Instructor for Bare PCB inspection. * Established the written Incoming bare board PCB inspection process instructions for the production floor. * Interface with engineering to provide input on changes to Drawings and inspection processes to help ensure end item quality requirements. Show less