Our relationship with the public is what allows us to grow our practice. A fiduciary standard is a foundation that we use to earn the trust and respect from our clients.
Our mission is to help secure the future of our clients, agents, and employees by living our stated values every day. Panel Development Partners was created to help consumers improve their quality of life.
I started working in financial services in 2010. After a few years, I became a licensed Financial Advisor. I learned the different aspects that need to be considered to protect investments and assets and improve tax consequences. I was lucky to meet great mentors along the way. My mentors taught me the importance of reading books, keeping a positive mindset, investing, and having a fiduciary standard when serving my clients.
Today, I feel that I must help as many people as possible and give back to the community. I’m grateful to be surrounded by a great team of people dedicated to serve, learn, and empower people to have better lives. All the failures and lessons I have learned along the way have shaped me into the person I am today, and I’m grateful for everything in my life.
Struggle teaches you many things, and I am happy that I witnessed a roller coaster ride with ouragency. The journey has improved me and made me more mature, sensitive, and willing to walk the extra mile to provide real solutions to people's problems.