Professional

Certified Financial Planner™ (CFP®) certification, administered by the CFP Board

Chartered Life Underwriter (CLU) from The American College

Chartered Financial Consultant (ChFC®) from The American College

Retirement Income Certified Professional (RICP®) from The American College

Chartered Advisor in Senior Living (CASL®) from The American College
Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.
