I have been working with individuals and businesses in the area for over 15 years. I hold the CERTIFIED FINANCIAL PLANNER (CFP®) professional certification, and I am licensed to sell a variety of investment and insurance products.We are dedicated to developing lasting relationships with all of our clients. We believe in helping you assess your financial goals and participating in the management of your finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.Specialties:Investment Planning, Wealth Management Strategies, 401(k) Rollovers, Education Savings Plans, Asset Allocation, Retirement Income Strategies, Bonds, Stocks, Estate Planning Strategies, Fixed Annuities, Variable Annuities, Insurance Reviews, Roth IRA, Traditional IRA, SEP IRA, Mutual Funds, 529 Plans, Unit Investment Trusts, Long-Term Care Insurance, and Fixed IncomeInterests: Half Marathons, Golf and TennisStifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.