Brag about yourself - what makes you great at what you do?
After a lifetime engaging in numerous professions, I joined the financial services field. I have found a profession where I can passionately dedicate my work to guiding families with special needs to attain present and future financial wellness. Coming from a family business, I also aid families to plan for the future, especially with financially securing successfully the passing of the ownership mantle to the next generation.
What types of business contacts are you looking to make?
Families with special needs members, and owners of family businesses
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