Member
I like to schedule lunches on Mondays and Fridays when my schedule allows for travel time. I enjoy getting to know people and learn more about their passions. I also enjoy Zoom coffees around 10AM or 3PM. It's feels like a treat to me to pause and engage in a thought provoking conversation.
Referral Trigger Response
Best Client Workshop 10/17/2022
InfoMinute Seminar 08/15/2022
GateOpener Workshop 11/15/2021
InfoMinute Seminar 08/16/2021
Orientation Essentials 08/16/2021
Fill the Filing Cabinet Workshop 08/16/2021
Development
Duluth Team
Introduced by:
Di Smith
Joined on 08/10/2021
Leadership
VisitorCoOrdinator 08/09/2022
Team
Financial Services | Investment
Financial Advisor
Living in Retirement
Planning for Retirement
Workplace Retirement Plans
Tax Sensitive Investment Accounts
Filing Cabinet