As a CERTIFIED FINANCIAL PLANNER™ professional and a CPA, I have been working with individuals and businesses in this area for a number of years. I am licensed to sell investment and insurance products.
I believe in helping you assess your financial goals and participate in the management of your finances.
One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. The personalized program that I provide is a road map to working toward a more secure financial future.
Additionally, I am a member of Ed Slott's Masters Elite IRA Advisory Group, an advanced educational training program focusing on all things IRA and is provided by Ed Slott & Company LLC.
I looking forward to helping you pursue your financial goals.