Qualifications

I have been working with individuals and businesses since 1999.

I have obtained the CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor certifications and am licensed to sell a variety of investment and insurance products.

Dedicated to developing lasting relationships with all my clients, I believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. Your personalized comprehensive plan is the roadmap to working toward a more secure financial future.

I look forward to helping you pursue your financial goals.