CFP®, CRPC® and CIMA® Certified. 

Check the background of this investment professional on FINRA's BrokerCheck and CFP® certification here.

DISCIPLINED. I approach each action with a clearly defined plan for implementation to strive to minimize problems and maximize results. My attention to detail and disciplined approach to the planning process gives clients confidence and peace in knowing that I will do my best to execute their plans thoroughly and accurately. 

TUNED-IN. I have service-based background in sales and retail management. This customer-oriented business arena first honed my instinct to listen intently and understand the needs of a client. By doing so, I am able to diagnose problems quickly and provide tailored solutions.

ANALYTICAL. I have an intrinsic love for numbers. I excel at providing highly dependable, comprehensive methods for monitoring the effectiveness of each investment. I am also a natural problem solver and work to leverage this aptitude as I explore potential routes and address challenges with clients. It is truly rewarding to break down seemingly complex information or procedures into easy-to-understand bits with clear, scalable instructions for clients to take action.