I am a Financial Advisor at UnionBanc Investment Services (UBIS) specializing in the areas of retirement planning, college planning, insurance planning, short-term cash management and longer term investment management. I work with families, high net worth individuals, businesses and business owners, and not-for-profit organizations by helping to define and prioritize what is important for them to work toward achieving their financial goals. Driven, reliable and highly motivated individual who thrives on challenges, excels under pressure and gets the job done. Exceptional ability to quickly master new software and technology. Collaborative, articulate, and supportive working style with strong creative and problem-solving skills. Very motivated Individual, loyal, dependable in fast pace environment. Goal oriented, problem solver, team player. Enjoys helping others, training staff on various areas of the job, making a difference in someones life, adopts to changes quickly. 