General Financial Advice
I will listen to your situation and desired goal about your finances. Using my experience and knowledge I will answer questions and give you guidance in the right direction. I can assist with questions about saving for something specific or in general, building or reviewing a budget, paying down or consolidating debt, retirement, home buying or home equity loans, building credit, investing, HSAs/FSAs and general banking questions. If I can't answer it, I have many financial colleagues I can reach out to on your behalf. I'm patient and easy going so there are no stupid questions. I can be long winded with answers so feel free to stop me, I just want to be thorough and detailed! Due to ever changing laws and regulations, I do not give tax advice. Sessions usually last 10-30 minutes and I can do multiple or follow up sessions for things like building credit which take time.
Training & Qualifications
I have 5 years on the job training of consumer loans, budget and credit building, loan originating and underwriting, IRA processing, investment and mortgage/home equities. I have my Nationwide Mortgage Licensing System certification.
Availability & Preferences
Weekdays after 6:30 EST and weekends.