Educating People in Wealth Building Strategies, Retirement Plans, Protection Plans, Diversification, Risk, Tax Shelters, Varieties of Investment Vehicles (Fixed, Indexed and Variable) to accumulate and preserve wealth. With the opportunity to partner with a well-established financial services company and its most reputable provider partners across North America, my role is to help the consumer identify their goals by educating, planning be it short, mid or long term, consulting and designing solutions for their individual, family and/or business needs. This includes building meaningful and lasting relationships and experiences with clients, business associates, and partners.