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My Qualifications

I have been working with individuals in the area since 1997.

I have both personal and professional experience in the financial services industry, and attend annual continuing education courses.

I hold the CERTIFIED FINANCIAL PLANNER(TM) professional designation, and am licensed to sell a variety of investment and insurance products.

I am dedicated to developing lasting relationships with all my clients. I believe in helping you assess your financial goals and helping you in the management of your financial resources.

One of the benefits of working with me is the ability to provide clear, easily understood explanations of financial products and services. And just as important, is the ability to sit down face-to-face to ask questions and discuss your situation. The personalized program that I can provide is a roadmap to working toward a more secure financial future.

I am looking forward to using my expertise to help you pursue your financial goals.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Code of Ethics

Principle 1 - Integrity

We shall offer and provide professional services with integrity.

Principle 2 - Objective

We shall be objective in providing professional services to clients.

Principle 3 - Competence

We shall provide services to clients competently and maintain the necessary knowledge and skill to continue to do so in those areas in which we are engaged.

Principle 4 - Fairness

We shall perform professional services in a manner that is fair and reasonable to clients, principals, partners, and employers and shall disclose conflict(s) of interest(s) in providing such services.

Principle 5 - Confidentiality

We shall not disclose any confidential client information without specific consent of the client unless in response to proper legal process, to defend against charges of wrongdoing by us or in connection with a civil dispute between us and a client.

Principle 6 - Professionalism

Our conduct in all matters shall reflect credit upon the profession.

Principle 7 - Diligence

We shall act diligently in providing professional services.