Specialties
About Me
Fiduciary Investment Adviser (IAR) since 1996, CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner since 2011, Chartered Financial Consultant (ChFC) since 2013, Thoughtful Advisors Business Owner since 2015, Tax Preparer and Tax Planner since 2016, IAR with Brookstone Capital Management (SEC supervised RIA) since 2017, 401(k) Plan Designer and Plan Advisor since 2017, Accredited Investment Fiduciary® (AIF®) and a Cash Balance Consultant (CBC) since 2018, I am very proud to have a clean compliance record over 25+ years as a fiduciary advisor.
Fiduciary Investment Adviser (IAR) since 1996, CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner since 2011, Chartered Financial Consultant (ChFC) since 2013, Thoughtful Advisors Business Owner since 2015, Tax Preparer and Tax Planner since 2016, IAR with Brookstone Capital Management (SEC supervised RIA) since 2017, 401(k) Plan Designer and Plan Advisor since 2017, Accredited Investment Fiduciary® (AIF®) and a Cash Balance Consultant (CBC) since 2018, I am very proud to have a clean compliance record over 25+ years as a fiduciary advisor.
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Interests & Hobbies
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Credentials
CFP, ChFC, AIF
Chartered Designations
What do these credentials mean?
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Disclosures
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Thoughtful Advisors are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.