Experience 5 years. I am dedicated to my clients and keep a small caseload of active clients. I'm a part-time broker with availability to meet after 3pm weekdays. I'm a parent-broker for my son, and bring the added value of seeing things from a parent or caregiver's perspective when figuring out needs of your loved one. Communication with my clients is rimarily by email after budget is launched. Updating documents is done electronically so my clients can always see/review the
documents.