Our Qualifications

I have been working with individuals and businesses in the area since 1995 as a licensed professional. 

In 2006, I obtained the CERTIFIED FINANCIAL PLANNERtm certification as well as the Chartered Retirement Planning Counselor designation.  

I am dedicated to developing lasting relationships with all my clients and believe in helping you assess your financial goals then partner with you 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. The personalized program that I can provide is a roadmap to working toward a more secure financial future.

I look forward to helping you pursue your financial goals.

Check out the background of this investment professional on FINRA's BrokerCheck