As a CERTIFIED FINANCIAL PLANNER™ professional, I am passionate about building a life plan for my clients and helping them see that they have choices, which often comes to them as a pleasant surprise. I am an independent thinker and a huge advocate of my clients’ interests. My greatest joy is working to do what is right for them and be their voice. As an avid problem solver with a penchant for learning, I love to challenge myself with a new goal each year. I view my role as requiring not just financial aptitude, but also a constant desire for personal and professional improvement. Teaching others is something that comes naturally to me, so you will often find me leading a retirement planning class at the local community college several times a year. I’m a big believer in partnering with my clients and ensuring that they are empowered to make their own important decisions, so I strive to speak in plain English and simplify complex information. Learn more here.
