I am a 29 year old male living in Wrightsville beach, NC. I love the beach and water activities. I enjoy time off with my friends and family. I enjoy watching sports and attending live games or concerts. Laid back person who enjoys life to the fullest, and doesn't let the small things work me up.
Tell us about your company. Who are you interesting in meeting? Who is a good referral for you? Who is your ideal customer?
My company is a very large financial services firm. I am a financial advisor/ planner, who helps people in many different areas. The three main areas of work that I deal with is, investments, risk management, and financial planning. I help people in all areas, investing, IRA's, 401k rollovers, life/disability/ long term care insurance. All areas of risk management. Anyone that is concerned about their finances, family protection, retirement, etcc..... is my ideal client.
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