I started at Paychex in 2006 working in accounts receivable. I have worked in retirement services for 11 years, 2 on that sales & advisor support desk, 3 on the advisor desk, 3 as an elite partner support representative to advisors with a large book of business, 3 as an internal wholesaler. I have my series 6 and 63 and just this summer an Accredited Retirement Plan Consultant.