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.}