My vision is to help working professionals and business owners focus on their long-term financial goals using a structured process that captures where you are today and where you need to be in order to achieve a desirable outcome. Most of my clients begin the journey with me when they are 10 to 15 years away from retirement and are ready to engage in the financial planning process or have recently retired and need help from an advisor. I am looking forward to helping you bridge the chasm between your financial goals and reality by incorporating your wealth, health, and relationships into the financial planning process.
Prior to my career in financial services, I was involved in global supply chain and logistics in the B2B space where long range planning and day to day problem solving often met head on. The time spent in this space provided valuable insight into global business cycles and the development of critical communication skills with customers and suppliers, both international and domestic.
I hold a B.S. in Consumer Sciences with a concentration in Financial Planning from the University of Alabama. The program is registered with the Certified Financial Planner Board of Standards located in Washington, D.C. In addition, I hold the Chartered Financial Consultant designation (ChFC®) from The American College of Financial Services and the Certified Plan Fiduciary Advisor (CPFA®) which is sponsored by the National Association of Plan Advisors.
Additional information regarding these designations:
The ChFC® designation, conferred by The American College of Financial Services, is an industry-recognized mark of excellence that demonstrates a financial advisor’s breadth and depth of knowledge in the most important areas of financial planning. This includes an education in a number of areas such as insurance, taxation, retirement, estate planning, behavioral finance, non-traditional family structures, small business planning, and more.