I have been a NYS self direction broker since 2016, prior to that I was a staffing support consultant to over 20 families where I managed staff as well as all required monthly paperwork. I currently keep my case load on the smaller side so I may conduct end of month meetings to assist parents, staff, clients with any needed paperwork and resolve any issues or concerns in a timely manner. Before becoming a broker, I have had and still have the pleasure of being a lovely young man's Senior Mentor. I have been with him for over a decade and although now I am part time with him he still teaches me every week more and more valuable lessons in this field. His mother happens to be my dearest mentor and I am blessed on both sides of the fence in this field.
Mentored with one of the first brokers in my county learning hands on how to create customized person centered plans in a timely manner. As support broker I meet monthly with my clients to ensure an open communication and to be of service frequently. I am fluent in excel and word which makes managing families paperwork easy. I am also experienced with the new electronic systems that most FI's are using which makes it easier on families to have me on board.