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Specialties
For the past 13 years, I have been helping people have a better relationship with their money.
I consider myself more of a teacher that helps educate people about their options and helps them make the best decisions for themselves in a fun, non-judgmental environment. My goal is to make everyone feel better after our meeting than they did coming into it.
♥
Always free for clients.
MBA, CLU®, CLTC®, ChFC®, CFP®
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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