I enjoy working closely with clients on their retirement plan needs. I have developed close relationships with our clients and talk to them on a regular basis. Client satisfaction is key to me, and I strive to keep my clients informed and up-to-date on their retirement plan.
GBM is like a second family, and I enjoy working with my co-workers on a daily basis. We work together as a team to meet our clients needs, but we also like to have fun together outside of the office with events including our families.