Wealth Management Assistant
Wealth Management Assistant. Financial markets can be challenging and difficult to understand. My market analysis and research help us navigate market uncertainties and allows us to make sure your hard-earned money is invested in the appropriate combination of investment vehicles. Creating your investment portfolio requires extensive market research and tools so I can continuously make adjustments to reflect your personal risk tolerance.
- Haworth College of Business’ Personal Financial Planning Program at Western Michigan University with honors as Summa Cum Laude