Being a Daily Money Manager is the culmination of a career in finance, which previously included being a Credit Union branch manager, stock and options trader, and working as a financial representative at a major brokerage firm. In addition to providing daily money management and financial coaching services, I am currently working towards earning my certification as a senior advisor. I look forward to putting my skills and experience to work for you to bring clarity, order and peace-of-mind to your personal financial matters.