CERTIFIED FINANCIAL PLANNER™ practitioner
This number may include years as a financial advisor, and/or experience as a registered representative.
4.7 out of 5 rating based on 10 reviews
Areas of focus
- Retirement Planning Strategies
- Women's Financial Strategies
- Tax Planning Strategies
- Social Security Retirement Benefits
- Saving for Education
- Retirement Plan Distribution
- Retirement Income Strategies
- Business Retirement Plans
- Charitable Giving
- Intergenerational Planning
- Family Finances
- Estate Planning Strategies
- I enjoy traveling, both domestically and abroad.
- I love to cook and spend time gardening.
- I enjoy staying active in my community through volunteering.
Awards & recognition
CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
CKA® Certified Kingdom Advisor®
- Elon University - Bachelor of Science