|AREA OF BUSINESS:
||Arizona for financial services & insurance products...nationwide for mortgage services.
|THE GENERAL LOCATION:
||Phoenix metro area
|| The company I represent is a division of the 4th largest holding company in the world (Aegon).
I have been an associate representative with them for the last 6 months.
||An award-winning sales professional with over twelve years experience in national account management and brokering. A 38yr. old father of a beautiful daughter. Involved with my church choir, & a few other musical groups as a vocalist.
|FUTURE PROFESSIONAL GOALS:
||My mission is to help people achieve financial independence, working each day to educate clients and business owners that the financial choices they make today will be critical in determining their financial futures.
I believe creating a financial strategy is not something reserved for the wealthy; it is an opportunity available to all people no matter what their income.
||I am looking to 'network' with people interested in helping other people. Typically, once I help empower people with information to help themselves, I stay involved with them "forever", however long that is. This gives others with a business relationship with me to also have a relationship with them, through me. People looking for a "residual" relationship, & are really looking out for the best interest of the customer, should be interested in this type of relationship.
I've helped realtors, accountants/CPA's, & others to gain customers they wouldn't have had opportunities with otherwise. These people will continue to have opportunities with clients, using me as a conduit.
I am looking to help anyone that pays too much in taxes, or doesn't feel that they're on track to be financially independent when they retire, regardless of how far away that may be.