Cornerstone Financial Group since Jul 2011
Financial Advisor
COUNTRY® Financial Jul 2010 - Jun 2011
Financial Representative
Pacific Capital Resource Group, Inc. 2005 - Jul 2010
Financial Advisor
Sirach Capital Management 1992 - 1995
Executive Assistant to CEO
Federal Home Loan Bank of Seattle 1984 - 1989
Executive Assistant to COO
Education:
University of Washington 2003 - 2007
B of A, Business, Finance, Accounting
University of Utah
Skills:
Estate Planning Investments Insurance Employee Benefits Retirement Planning Financial Planning Disability Insurance Series 7 Financial Analysis Health Sales Strategic Financial Planning Finance Small Business Long Term Care Training Wealth Management Life Insurance Retirement Leadership Fixed Annuities Term Life Insurance