Specialties
About Me
I’m a financial planner passionate about helping individuals and families navigate their financial journeys with confidence and clarity.
My interest in personal finance began when I realized how two people with similar incomes could live vastly different lives—simply based on the choices they made with their money. That insight inspired me to pursue a career in financial advising after retiring from 22 years of military service. As a CERTIFIED FINANCIAL PLANNER® professional, I provide comprehensive financial planning tailored to each client’s goals and life stage. I’ve also earned the Chartered Financial Consultant® (ChFC®) designation, which equips me to guide clients through a wide range of planning areas, including income strategies, insurance planning, income taxation, investments, retirement planning, and estate planning. Recognizing that money decisions are influenced by more than just numbers, I pursued the Accredited Behavioral Finance Professional™ (ABFP™) designation to better understand the emotional and psychological drivers behind financial behavior. My mission is to provide personalized, practical financial guidance that empowers you to make confident decisions and build the future you envision.
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Interests & Hobbies
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Always free for clients.
Credentials
CFP®, ChFC®, ABFP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Investment advisory services are offered through Stonebridge Wealth Systems, LLC (SWS or Stonebridge), a SEC Registered Investment Advisor. SEC registration does not constitute an endorsement of Stonebridge by the SEC nor does it indicate that Stonebridge has attained a particular level of skill, training, or ability. Insurance products and services are not offered through SWS but are offered and sold through individually licensed and appointed agents. The information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Stonebridge Wealth Systems, LLC are not affiliated with or endorsed by the Social Security Administration or any other government agency. Securities offered through World Equity Group, Inc., Member FINRA/SIPC. Investment advisory services offered through Stonebridge Wealth Systems, LLC, a SEC Investment Advisor. Stonebridge Wealth Systems, LLC and World Equity Group are separate entities and are not owned or controlled by World Equity Group, Inc.