Our Qualifications

I have been working with individuals and businesses in the area since 1998.  In addition to holding the designation of CERTIFIED FINANCIAL PLANNER™, I am registered to recommend a variety of investment and insurance products.

I am dedicated to developing lasting relationships with my clients. I believe in helping you assess your financial goals and participate in the management of your finances.

As a former economics teacher and working in the banking and financial industry for over 20 years, I have a unique ability to provide clear, easily understood explanations of financial products and services. The personalized program that I can provide is a roadmap to working toward a more secure financial future.

I look forward to helping you pursue your financial goals.