My Qualifications

I have been helping individual investors and families navigate the sometimes confusing world of investing since 1998. As one might imagine, after nearly 14 years as a Financial Advisor I have been able to gain some valuable experience and knowledge. The most valuable lesson learned is knowing that communication is the key to my relationship with my clients. I use clear, simple to understand language when discussing my clients investments in an effort to help them better understand their investment choices and how they fit into their overall investment strategy and financial plan.

At the beginning of my career in the financial industry, I embraced the belief that having a personalized, written investment plan is one of the keys to any investor's success. In 2005, after extensive and in depth education, experience and testing in the area of financial planning, I was awarded the prestigious Certified Financial PlannerTM Professional designation by the Certified Financial Planning Board of Standards, Inc. The CFP® curriculum focused on several key areas of the financial planning process, including investments, retirement planning, income taxation, insurance, and estate planning. Once completing the Certified Financial Planning Board of Standards, Inc. educational and experience requirement, I successfully completed a rigorous two day, comprehensive exam covering the key areas of financial planning. Additionally, to maintain my CFP® Professional designation, I must abide by the Certified Financial Planning Board of Standards, Inc. Code of Conduct and complete 30 hours of bi-annual continuing education