Qualifications

I have been working with individuals and businesses in the area for many years, bringing extensive personal and professional experience to every client relationship.

I am dedicated to developing lasting relationships with my clients, helping you assess your financial goals and actively participate in managing your finances.

One of the key benefits of working with me is my commitment to providing clear, easy-to-understand explanations of financial products and services. Together, we can create a personalized program to help you work toward a more secure financial future.

I look forward to using my experience to help you pursue your financial goals.

I am a CERTIFIED FINANCIAL PLANNER™ professional with over 30 years of experience in the financial services industry.