I bring 20+ years of broad financial industry experience at leading firms in roles including advisor/agent learning and development, insurance product subject matter expert, and client-facing financial planner roles. As a corporate trainer, I’m passionate about helping financial professionals learn and develop with a focus in insurance product subject matter expertise. I create and deliver micro learning video, self-paced elearning, virtual and instructor-led programs plus marketing collateral and content. I also provide comprehensive financial planning and investment management with no product sales or commissions through Core Planning. I help busy professionals serious about growing their savings rate for their future while enjoying their life today. I also run a fly fishing blog ...