CFP®, CRPC®, CKA®
Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
This number may include years as a financial advisor, and/or experience as a registered representative.
4.9 out of 5 rating based on 44 reviews
Areas of focus
- Estate Planning Strategies
- Family Finances
- Retirement Planning Strategies
- I compete in triathlons and other multi-sport events.
- I enjoy anything to do with being in, on or under the water.
CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
CRPC® Chartered Retirement Planning Counselor℠
CKA® Certified Kingdom Advisor®
- Penn State University - Bachelor of Science