I provide confidential and highly personalized service focused on developing tailored long-term financial plans, investment strategies and distribution solutions.

Before entering into your next phase of life, establishing a strategy for managing your investments may be more important than it was during your working years. Working together, we can build, implement, review and manage an investment strategy structured to your comfort level and a financial strategy to meet existing and future goals.

Designations: CERTIFIED FINANCIAL PLANNER™ – The CFP® certification is awarded to individuals who meet the CFP Board's stringent requirements. To gain certification, a financial advisor must complete a CFP Board Registered educational program, pass the CFP® examination and background check, and agree to comply with the CFP Board's Code of Ethics and Standards of Conduct.

While working to obtain my CFP® certification, I completed rigorous educational coursework. CFP® professionals are trained in 70 topic areas and must accrue thousands of hours of experience prior to earning their certification. Some of the principal knowledge areas of the CFP® certification include: professional conduct and regulation, general principles of financial strategies, risk management and insurance planning, investment strategies, retirement savings and income planning and estate considerations.

Chartered Retirement Plans Specialist™ or CRPS™ – To earn this designation, I was required to complete a training program, pass a final exam and agree to comply with the College of Financial Planning's Standards of Professional Conduct.

Focus Areas: Retirement Account Consolidation, Financial Assessment and Retirement Consultations, Wealth Preservation and Transfer Strategies, Estate Considerations, Asset Allocation Strategies, Business Retirement Plans – 401(K)s, Safe Harbor 401(K)s and Owner K, SEP and SIMPLE IRAs.