About Us

I completed examinations required for Series 7 securities registration and insurance licenses in the areas of life, health, and disability. I then immediately began the rigorous course work to meet requirements to display credentials of CFP®.

These credentials identify an elite group of financial planners who have met the educational, experience, and ethical standards established by the Certified Financial Planner Board of Standards.

Experience: I have now worked for more than 20 years helping individuals to achieve their financial goals.