Senior Wealth Advisor
CurrentAs my client, you can expect our working relationship to be centered around you—your plans, your goals, your values. Accumulating and preserving wealth is a long-haul journey. Together, we will build and follow a roadmap that strives toward a successful outcome. From estate planning, to insurance, to income taxes, my credentialed team has you covered. To demonstrate my commitment to providing advice with a fiduciary standard of care, I have acquired the Certified Financial Planner® (CFP®) and Accredited Investment Fiduciary® (AIF®) designations. *Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.**The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices. Through fi360′s AIF® Training programs, AIF® designees learn the Practices and the legal and best practice framework they are built upon. AIF® designees have a reputation in the industry for the ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures.
