As a Senior Financial Consultant, my passion is finding the best possible solutions for our clients’ needs. One day I might be keeping up to speed on tax law changes, reviewing investment portfolio performance and conferencing with outside attorneys developing estate planning solutions. The next I’ll be tracking down the best mortgage rates, comparing long-term care products and walking a client through their 401k investment options. A few times a year I’ll be presenting a speech on succession planning and meeting one on one with co-op members on site. Every day is different and exciting - I go where our clients’ needs take me.