Serving as Life and Living Benefits Director with iA Financial Group for over 7 years, I have gained extensive work experience in all
aspects of insurance planning. My most recent role at iA Financial Group is Director of Sales for the Life Insurance division. The Life Director oversees the activities
of all divisions – Life, Living Benefits and Investments – for the accounts/MGAs that fall under my mandate. This position allows me to
take a more holistic approach to coaching and supporting my advisors and MGA partners. I meet with my top advisors on a monthly
basis to set personal goals with them. We discuss successes and failures that they have experienced and we work together to create
an action plan to persevere and move forward with an upward trajectory. My experience has shown me that I work best in results- driven environments and that I hold exceptional project management and organizational skills. I can work with my organization and
partners to manage timelines and regional budgets.
I have completed my CLU, CHS and CFP designations that have been a cornerstone to my credibility and expertise when working with
advisors. I often draw on my knowledge from these courses to help support my advisors in achieving their goals.
Estate Risk Protection Plan Inc. is the provider of Executor Error and Omissions Insurance for professionals and more importantly, for your clients under the brand ERAssure. Every executor needs the support of a CEA and the professional network to facilitate a smooth estate administration and they should be protected against the risk of personal liability and financial loss with ERAssure insurance now available through Advocis Broker Services.
Inside Sales Representative for an Asset Management Company Specializing in Mutual Funds, Hedge Funds and ETFs.
As an Assante advisor, I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.
Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth, and help you build the future you desire.
If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.
Our business, in conjuction with our partners, offers:
- Bookkeeping and planning for small/Medium businesses and individuals
-Tax efficient Retirement Planning
-In depth Financial Planning
-Insurance (Life, Disability, Critical Illness, and Group Benefits)
We help professionals, business owners and their families build wealth, so they can live life on their own terms, by wrapping
tax and financial planning around investment advice.
Hall O’Brien – Planning for Wealth is a SMART approach to help clients maximize their wealth and live the life they want.
• Sound - risk adjusted, backed by a financial plan
• Meaningful - achieves your goals for your money
• Accountable - as discretionary Portfolio Managers we have fiduciary duty to act in your best interest
• Results-Oriented - measured against a personal targeted rate of return
• Tax-Efficient – minimize your lifetime tax burden and ensure more of your money stays in your pocket
We can help you find the answers to questions like: • Will I have enough to have the lifestyle I want?
• Will my money last as long as I need it to?
• Am I doing everything I can to grow and protect my money?
• Will my family be OK if something happens to me? • What will the transition out of my business look like?