With a decade of experience in hospitality and event management, I am thrilled to bring my detail-oriented, multi-tasking, and social skills to The Planning Center. As a Financial Planning Specialist, I am dedicated to crafting quality financial plans and collaborating with team members and clients. My primary focus is on our clients, helping guide them toward their financial objectives. To accomplish this, I support team leads with meeting preparation, foster a welcoming environment for clients, and innovate new ideas to drive impactful changes at The Planning Center. Seeing satisfied clients inspires me to continually strive to make each interaction unique and successful for everyone involved.
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