Specialties
Retirement PlanningWealth ManagementInvestment PlanningFinancial PlanningBudgeting
About Me
Transitioning Active Duty Army Officer with 21 years of service.
My graduate and undergraduate studies centered on Business Administration with a concentration in finance. I am a lifelong learner and have continued my educational pursuits by completing the Certified Financial Planner education requirements, Chartered Financial Consultant, and Accredited Financial Counselor certifications. I’m available to assist with financial planning and counseling.
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Interests & Hobbies
Golf FootballInvesting
Ready to talk?
Always free for clients.
Credentials
AFC
Chartered Designations
What do these credentials mean?
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Disclosures
None.