I support Paul Scioli’s practice. Since I am FINRA Series 6 and 63 securities licensed, I help Paul with administration of client investment accounts. I also help enroll employees in their group retirement 403(b) and 401(k) plans.
What energizes me about this job is the opportunity to learn on a day-to-day basis. For example, Paul is unique in that he is one of a very small group of financial advisors in the country who specialize in BOLI (Bank Owned Life Insurance). It’s exciting to watch him do this work!
Of course, I also continue to manage new and existing life insurance cases, among additional responsibilities.
I joined the firm in 2015, after working in the banking industry for 15 years.
What do you love best about your work?
Helping people and the people I work with. The partners are kind, understanding and supportive.
What are the biggest challenges you face at work?
Every day is an opportunity to learn something new.
What does it take to be really good at what you do?
You have to really love to help people, to want to be of service to others because our work has significant impact on people’s lives.
What are you most proud of at your work at PFG?
We have an excellent reputation to uphold and everything we do is in support of that.
What are you passionate about outside of work?
Attending the activities of my four children. I also like to travel, work out, and spend time outdoors. I’m very active in my church.
What is a little-known fact about you?
I grew up on a ranch and was always riding horses. As my dad trained and raised them I helped every spring with the annual roundup branding of the new calves.