My focus is making a positive impact on people’s lives. As your trusted advisor, my mission is to empower you to be an active and equal participant in planning your financial future. My goal is for you to live your best life and to have a prosperous retirement.I am a Candidate for CFP® Certification and have a Master of Science degree in Personal Financial Planning. I have also received the following certifications and designations:DACFP Certificate in Blockchain and Digital AssetsCertified Digital Assets Advisor (CDAA)Master Planner Advanced Studies™ (MPAS®)Certified Retirement Planning Counselor (CRPC®)Accredited Portfolio Management Advisor (APMA®)Accredited Wealth Management Advisor (AWMA®)Chartered SRI Counselor™ (CSRIC™)I am a member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), and the Fee-Only Network.
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