Executive Director, Financial Planning
Edelman Financial Engines
Serving Clients in these States
I began my career as a Financial Planner in 2000, prior to that I was a high school math teacher and coach. To this day I still view myself as an educator, except now the subject is my clients’ financial well being.My philosophy is that the profession of being a Financial Planner is very similar to that of a doctor; both require everyone to get a regular checkup. If you detect a minor problem early enough, the treatment is usually quite simple. However, if you prolong checkups or procrastinate on a nagging problem, the diagnosis can sometimes be devastating.My goal is to form long-term relationships, built on unbiased advice, where clients and my community view me as a trusted resource for all of their financial concerns.