Hello,
I have been working in the financial services industry since 2002 and actually started my career working with Jim Kibble at Erb and Erb Insurance Brokers. I have continued on my education path and earned my CFP. I now work at Kindred Credit Union as a Financial Planner and focus on helping my members and their POAs work with their existing assets providing estate advice and planning.
I am looking to join the WWEPC as a means of garnering more education around estate planning and with the hopes of being able to continue to help guide my members with the best advice and information.
Thanks for your consideration.
Wendy