CERTIFIED FINANCIAL PLANNER™ practitioner
This number may include years as a financial advisor, and/or experience as a registered representative.
Areas of focus
- Retirement Planning Strategies
- Cash Flow Management Strategies
- Family Finances
- Estate Planning Strategies
- Charitable Giving
CFP® CERTIFIED FINANCIAL PLANNER™
APMA™ Accredited Portfolio Management Advisor™
- Bachelor of Science, 2011, Business Management, University of Phoenix, Phoenix, AZ
- My wife & I welcomed our first child in January 2014.
- I enjoy golfing with friends, family and clients alike.
- My wife & I enjoy traveling together and exploring new places.
- I enjoy keeping up with critically acclaimed films, television and music.