My Qualifications

I am a Certified Financial PlannerTM professional who has been working with individuals and businesses for over 13 years.  Additionally, I have over ten years of senior global management experience with a multinational corporation.

As a financial professional and an active member of my community, I am dedicated to helping individuals and businesses build their financial futures.  To stay on top of my field and develop my professional skills, I regularly attend industry training and certification programs. I am a member of the Society of Financial Service Professionals, Financial Planning Association (prior board member), and MDRT.

I am dedicated to developing lasting relationships with all of my clients.  One of the benefits of working with me is my commitment to providing clear, easily understood explanations of financial products and services. 

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