Specialties
About Me
Having started my path as a financial planner in 2008, I have experience serving clients through the best and worst of times.
I've worked with families in all stages of life and in sundry careers - from executives at large corporations to brand new investors. I've worked hard to earn the top industry designations to prove my knowledge and expertise and I continue to improve my craft. My financial planning experience has given me the strong foundation required for this business, as well as the conviction to have the difficult conversations.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CFP®, BFA, CLU®
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
This communication is strictly intended for individuals residing in the state(s) of CA, CO, CT, FL, MA, MI, MN, NC, OH, & TX. No offers may be made or accepted from any resident outside the specific states referenced. Check the background of this financial professional on FINRA’s BrokerCheck. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.