I started the Certified Financial Planners coursework at North Carolina State University and some of the information used came from my classwork in preparation for the CFP exam at NC State University. Perhaps from my own personal study and the attempt to be good at the profession of a financial planner, contributed more than any other reference source. My tenure as a representative with Triad Executive Planners set the groundwork for my experience in this business. The work we did to help people see the light about life insurance, retirement, and planning for life is beyond reward. It is a fulfillment that goes deep into living life itself. The many people I’ve met over the years and some who became my clients and as well as my business associates. A well worthwhile experience and journey that has shaped my perspective in many ways in life.