About My Practice
As a First Command Financial Advisor, I'm committed to helping clients pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family I serve.
Experience
I joined First Command Financial Services as a Financial Advisor in January 1999 after a 13 year career in the United States Coast Guard. My areas of focus include: Comprehensive Financial Planning; Investment Strategies; Retirement Income Planning; Education Funding Solutions; Asset Allocation and Management; and Insurance Solutions and Risk Management. I serve individuals, families and small businesses, with special concentration on military professionals and federal government employees.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 6, 63, 65
Insurance Licenses
Life insurance: MD, PA, VA, WV, Health/disability insurance: MD, PA, VA, WV, Property/casualty: MD, PA, VA, WV, Fixed annuities: MD, PA, VA, WV, Variable annuities: MD, PA, VA, WV
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Broker-Dealer Affiliation
First Command Financial Planning, Inc.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
