Our Firm

My commitment to serving my clients is evidenced by the credentials I have worked diligently to achieve.  Both the Certified Financial Planner ® and the Chartered Life Underwriter designations are highly esteemed in the financial services undustry.  I am proud to hold both, and I know these designations, among other traits, set me apart from my competition.

Most people think all financial planners are "certified", but this isn't true.  Anyone can use the title "financial planner".  Only those who have fulfilled the certification and renewal requirements of CFP® Board can display the CFP® certification trademarks which represent a high level of competency, ethics and professionalism. Because they are held to a fiduciary standard of care in advisory relationships, a CFP® professional is required to act in your best interest.  [For more information, visit www.cfp.net ]