About My Practice
I focus on a long term financial planning approach for individuals and corporations. As a fully independent CERTIFIED FINANCIAL PLANNER™ professional, I will always put my clients needs first with unbiased, objective advice and strategies. Services range from comprehensive financial planning to specific areas of focus as mentioned above.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 4, 24, 63, 65
Life insurance, Health/disability insurance
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
Your planner has been saved.
To view, print, or e-mail your saved planners anytime during your visit, click the Saved Planners link to the right.