I am a CERTIFIED FINANCIAL PLANNER™ professional passionate about educating, structuring and managing carefully crafted strategies to help hard-working people achieve their retirement income goals and legacies. My focus is to build comprehensive plans and investment strategies for individuals and families. As a CERTIFIED PLAN FIDUCIARY ADVISOR, I assist select small businesses in crafting and managing goals-driven 401k and other defined contribution plans designed to help achieve corporate objectives as well as deliver meaningful outcomes for participants.

I’ve worked with Raymond James since 2010 and combined with my 30 years of hands-on business experience with mid- and large-sized organizations I bring a wealth of practical knowledge and insight to my financial planning practice.

In addition to being Series 7 and insurance licensed, I hold the CERTIFIED FINANCIAL PLANNER™ (CFP^®) certification from the Board of Standards. I have also earned the Retirement Income Certified Professional designation (RICP^®) from the American College of Financial Services , the Certified Fiduciary Plan Advisor credential (CPFA) from the National Association of Plan Advisors, and the Chartered Retirement Planning Counselor™ (CRPC^®) designation from the College for Financial Planning. I hold both graduate (MBA-Finance) and the undergraduate business degrees from Indiana University.