Credentials

• Bachelor of Science degree (BS) in Economics & Finance
• Certified financial planner
• Registered securities and investment advisor

Specialties

• Growing, protecting and helping distribute my clients' wealth
• Advising and assisting with retirement planning and cash flow
• Serving as a trusted advisor to many community members

What "On the Spot" service means to me

Focusing on trust and listening to my clients. I help develop sound strategies to meet their goals and objectives. I want to serve my clients in the best possible way during both good and bad markets.