Specialties
About Me
I am an Enrolled Agent (EA) and Accredited Financial Counselor (AFC®), and I hold the Wealth Management Certified Professional (WMCP®), Master Quality Financial Planner (MQFP®), and Chartered Financial Consultant (ChFC®) designations.
I’m also a Registered Investment Adviser (Series 65) in Alaska. I work with military members — active duty, retired, and veteran — to navigate the unique benefits available through programs like TSP, SGLI/VGLI, and others, building those into a well-rounded financial and estate plan. My practice covers behavioral financial counseling, budgeting, debt repayment plans, and building sustainable spending habits, along with tax preparation and IRS representation. With my WMCP® and RIA registration, I also provide investment advisory services and help clients build long-term, achievable goals at every level of wealth.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
MQFP, ChFC, EA, AFC, WMCP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Disclosures
The information that I provide is educational in nature and should not be considered investment advise. I look at holistic wealth plans and help people to strategize their own choices for securities in their portfolios.