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Specialties
I became a financial advisor because of my desire to help educate and assist others to achieve their financial goals.
Subsequently, I discovered that I could increase my value to clients by becoming a Certified Financial Planner® professional, and I have continued to build on that foundation with additional education and certifications. I welcome the opportunity to put the combined talents of our firm to work for you, so contact me to see how we might partner together to define and create your financial roadmap and future.
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Always free for clients.
CFP, ChFC, RICP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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