Sales Associate
I am a newly minted Enrolled Agent and a CFP candidate following the July testing cycle of 2025. I'm currently still a student as well with a current graduation date of March 12th of 2026. My goal is to be able to offer comprehensive financial planning to individuals and families with an emphasis on tax planning (as well as a few others) as I feel like it is the biggest value add we can offer to clients. I'm hoping to be able to learn from some of the great minds within the industry in order to build a strong foundation of knowledge to be used in better serving clients the way advisors should!
I'm looking for mentorship/apprenticeship opportunities primarily with those focused on individuals and small businesses.
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