The most enjoyable part about assisting a financial planning practice is the opportunity to help make a difference in the lives of clients as our team works toward securing their financial futures. I enjoy interactions with people and strive to provide the best service and experience for each and every client.
My previous experience in financial services is with the mortgage profession. I earned a Secretarial Certificate from Pitman College in London, England where I spent most of my 20s. I was born in Baghdad Iraq and grew up between London, UK, and San Diego, USA. My pride and joy is my 27-year-old son who graduated college with a Communications Degree.