Whether my clients are in the accumulation or retirement phase of life, I help them define and achieve their goals. I specialize in providing comprehensive, holistic financial planning and investment advisory services to emerging affluent and affluent individuals, families, and business owners with expertise in Social Security advising; retirement and college planning; balance sheet management; and investment policy creation and implementation.
I serve as the firm’s Social Security subject matter expert, and I’m an NSSA (National Social Security Advisor) certificate holder. I earned my B.A. in finance from Michigan State University.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CPWA® is a registered certification mark of the Investments & Wealth Institute®. For more information about the Institute and the CPWA certification, please visit investmentsandwealth.org.
