Company ProfileFor nearly 40 years, Center for Financial Planning, Inc. has worked toward a mission of "improving lives through financial planning done right." Our team manages $1.7 billion dollars in investable assets for more than 1000 families (as of Aug 2024).I am a Partner, CERTIFIED FINANCIAL PLANNER professional, and the Director of Operations at Center for Financial Planning, Inc.®As a CFP® professional, I work with clients and their families to meet their financial planning goals. As a CFA® charterholder and former Senior Stock Analyst, I specialize in investments and serve on The Center Investment Committee.As Director of Operations, I strive to create an exceptional service experience for clients and their families. I lead The Center's back-office activities and work closely with the Client Service, Finance, Human Resources, and Marketing Departments.Center for Financial Planning is an independent registered investment advisor. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section.Investment advisory services offered through Center for Financial Planning, Inc.® Center for Financial Planning, Inc.® is not a registered broker/dealer and is independent of Raymond James Financial Services.

Product Manager, covering the Americas, for Morningstar's equity data business.

Manage U.S.-based research associates on the cross-sector equity research team and lead research efforts to deliver global insights based on Morningstar's quantitative data points

Senior stock analyst covering the healthcare sector and Europe

Stock analyst covering the healthcare sector