Athena began her career in investment management in 2003 in administration. Soon, under the mentorship of Mike Dalton she began pursuing educational opportunities to assist her in furthering her career. In 2007, Athena passed her Investment Advisor Law Examination (Series 65). Thereafter, Athena continued her educational path earning several financial and investment related designations including a Masters Degree in Personal Financial Planning. Athena’s core belief is that her purpose is to help people to achieve their personal financial goals as well as to educate them so that client’s can make sound financial decisions for themselves and their families. She focuses on client education a