Specialties
About Me
I help families make wise decisions with their money.
I build strategies to support my client's unique goals, and I especially enjoy helping generous people give smarter.
♥
Interests & Hobbies
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Credentials
CAP
Chartered Designations
What do these credentials mean?
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Disclosures
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Please reference your advisor's specific bio page on this website, for specific states they are licensed as Registered Representatives in. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SmartPro Financial are not affiliated. Financial Professionals may only conduct business with residents of states or jurisdictions in which they are properly registered, licensed, or exempt from registration and not all of the securities products and services mentioned are available in every state or jurisdiction. The testimonial may not be representative of the experience of others and is no guarantee of future performance or success. Cambridge does not offer tax advice.