Qualifications

Client Centered

Clients often choose to work with me because of my commitment to transparency, respect for their individual goals, and a genuine desire to serve their best interests. Our conversations will always center around what matters most to you—your priorities, values, and vision for the future. With your intentions as our guide, we’ll build a customized plan designed to give you confidence, clarity, and peace of mind, knowing you’re on the right path to achieving your financial goals.

To support you effectively, I hold the following licenses and professional designations:

CERTIFIED FINANCIAL PLANNER™ (CFP®)
Accredited Investment Fiduciary® (AIF®)
Chartered Retirement Planning Counselor℠ (CRPC®)
Series 7 and Series 66 Securities Licenses
Life, Health, and Long-Term Care Insurance Licenses

More About My Designations

CERTIFIED FINANCIAL PLANNER™ (CFP®) designation identifies those individuals who have met the rigorous experience and ethical requirements of the CFP(R) Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary Practices. Through fi360's AIF Training programs, AIF designees learn the Practices and the legal and best practice framework they are built upon. AIF designees have a reputation in the industry for the ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures.

Chartered Retirement Planning Counselor ℠ (CRPC®) The CRPC program is developed with a focus on client-centered problem-solving. Applicants learn how to gain an in-depth knowledge of their clients' needs both before and after retirement.