Financial Planner
HOW DO YOU PLAY THE ROLE OF HELPING CLIENTS?
Helping my clients plan for their future by providing comprehensive financial planning and independent investment advice. I value my client relationships, listening to their needs and wants, helping them see the bigger picture, and providing a proactive approach in wealth management.
WHAT DRIVES YOU?
Being a financial planner is both exciting and fulfilling. In a constantly changing world, I get to use my skills and knowledge to help those achieve their objectives and goals like funding a child’s education, paying off debts, or traveling the world.
HOW DO YOU SPEND TIME OUTSIDE OF WORK?
In my spare time I love taking my little French Bull Dog to the park, lifting weights, charting a short boating trip, playing softball, and being a horrible golfer but excelling at lazy sunny vacations and new skiing destinations.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
