I have been working with individuals and businesses nationwide for over a decade. I am a Certified Financial Planner. I received my Certified Financial Planner education at Rice University and passed the national CFP(TM) exam in 2005.
I am dedicated to developing lasting relationships with all my clients. I believe in helping you assess your financial goals and participate in the management of your finances.
One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. The personalized program that I can provide is a roadmap to working toward a more confident financial future.
I'm looking forward to using my experience to help you pursue your financial goals.