Our Qualifications

A ChFC® is The Highest Standard of Knowledge and Trust in Financial Planning

A Chartered Financial Consultant® has completed the most extensive educational program required for any financial services credential. Each ChFC® has taken nine or more college-level courses on all aspects of financial planning from The American College, a non-profit educator with the highest level of academic accreditation.

The average study time for the program is over 400 hours, and advisors frequently spend years earning this coveted distinction. Each ChFC® must also complete a minimum of 30 hours of continuing education every two years, adhere to strict ethical standards, and meet extensive experience requirements to ensure that you get the professional financial advice you need.

In addition to the ChFC® designation I also have a Bachelor of Science degree in Business Administraion with a major in finance from The University of Central Florida.

I have been working with individuals and businesses in the area since January 2007 and am licensed to offer a variety of investment and insurance products to meet client goals.

I am dedicated to developing lasting relationships with my clients and believe in helping you assess your financial goals and participate in the management of your finances.

My goal when working with clients is to provide clear, easily understood explanations of financial products and services. The personalized program that is offered is a roadmap to working toward a more secure financial future.

I look forward to using my expertise to help you pursue your financial goals.