Certified Financial Planner designation since 2004. Financial Advisor since 1994.Insurance: Life Licensed since 1998.Mission StatementMy job is to help my clients define and meet their financial goals. I do this by ... finding out what your financial goals are ... determining what style of investor you are ... by building you a portfolio that will give you assurance that you have invested in the right asset allocation ... encouraging you to invest consistently ... to have a long term focus ... and that you feel a sense of control over your financial goals, decisions and results. My job is to provide you with a “road map” to your financial goals in life.Specialties: Comprehensive written financial plans, income protection and replacement.
Listed skills include Retirement Planning, Strategic Financial Planning, Investments, Financial Advisory, and 40 others.