As a Certified Financial Planner and active member of my community, I am dedicated to helping individuals and businesses build their financial futures. To stay on top of my field and develop my professional skills, I have regularly attended industry training and certification programs. This includes completing the curriculum and passing the rigorous exams for the: CFP and LUTCF Designations.
My education, experience and professional affiliations have fostered my practical approach to offering financial services and advice to my clients. Rather than just recommending a hodgepodge of unrelated products, first I will consider your specific financial goals and investment objectives.
Working together, we'll formulate a strategy to help you achieve your goals. Then I'll recommend the appropriate products and services to help you execute your strategy.
Maintaining a strong sense of community and a solid professional foundation are very important to me.
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