Professional
In the rapidly changing world that we currently live in, I believe that continuing education is now more important than ever for professionals in the financial services industry. With all of the changes that are happening every day, you're either green and growing, or ripe and rotting in this business. To allow me to live up to my mission statement, it has always been important for me to keep on top of my continuing education. Since 1999, I have studied for and passed over 22 different exams. My friends and family joke that I study much more now than I ever did back in college. The fruit of this labor is the five designations and one certification that I currently maintain. These include: Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Chartered Advisor for Senior Living (CASL), Certified in Long-Term Care (CLTC), and CERTIFIED FINANCIAL PLANNER™ (CFP®). In addition to the industry continuing education, I also feel that it is extremely important to work on some of the "softer" skills as well. This is a large part of why I sought out the Dale Carnegie Training, and later went back to this very same course as a graduate assistant. After all, it isn't any good to have a wealth of knowledge, without the interpersonal skills to effectively communicate that information to others. I also participate in the continuing education program provided to us within The Wellesley Group, as well as various programs provided to us in the industry, and by Northwestern Mutual. Our company, like many, has both regional and a national training events every year. What makes ours unique is that every attendee has paid their own way to be there. In the years that I have been with Northwestern Mutual, I am proud to say that I have not missed one of those meetings.
Associations and Memberships
National Association of Insurance and Financal Advisors (NAIFA) Million Dollar Round Table (2004, 2006-2007, 2010) The Metropolitan Club, Chicago Boston College Club, Boston University of Massachusetts Club, Boston
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