Specialties
About Me
I’ve been presenting financial literacy education classes for over 13 years.
I believe fact-based, non-biased information is crucial to making solid retirement decisions. There’s more than one way to design a successful retirement plan, and it all starts with a plan you understand and are willing to follow. I can help cut through the financial noise so you can focus on what’s important for your retirement success.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
RICP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Investment Adviser Representative of and investment services offered through Royal Fund Management, LLC, an SEC Registered Adviser. 401(k) Maneuver is another business name for Royal Fund Management, LLC. Insurance products offered through Iron Mountain Financial, LLC, a Colorado licensed insurance firm.