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Treina has an extensive background in the Financial Services Industry. She has worked as a Mortgage Processor, Loan Officer, and Mortgage Company Branch Manager. In addition to her vast mortgage experience, she is a licensed Life and Health Insurance Agent.

Treina believes without proper planning and periodic monitoring, wealth can be eroded by inflation, economic downturns, taxes, life`s uncertainties, and natural calamities.

Financial products serve as a medium to help realize objectives. The proper vehicle should be selected only after you have conducted an investigation of goals and an analysis of how you can best achieve them.