In my practice, I specialize in advising families, self-employed workers, and the 50+ community. I focus on protection-first financial strategies, coordinating your insurance and investment portfolios with estate and tax advantaged strategies to help make sure your family keeps as much as possible.
I hold RICP® and FSCP® designations from the American College of Financial Services and an MA in Applied Economics, allowing me to provide knowledge to pre-retirees and retirees alike. And, as a former economics professor and multiple business owner, I combine my academic expertise and practical experience to deliver efficient, tailored financial strategies for long-term security.
RICP® - Retirement Income Certified Professional
FSCP® - Financial Services Certified Professional
M.A. Applied Economics - Training in practical, problem-solving techniques appropriate for careers in teaching, private business, the public sector, banking, and consulting, as well as the rigorous preparation necessary for doctoral programs.