Credentials

Certifications & Credentials

CERTIFIED FINANCIAL PLANNERTM professional (CFP®)

The CERTIFIED FINANCIAL PLANNERTM, or CFP® professional certification includes demonstrating skill in analyzing and developing personal long-term financial strategies, insurance planning and risk management, employee benefits planning, retirement and estate planning. To earn my CFP® I completed hundreds of hours of rigorous course work and examinations and I must adhere to the CFP® Board's Code of Ethics and Professional Responsibility. Learn More - Visit the CFP Website  



Accredited Domestic Partnership AdvisorSM or ADPA®

The ADPA® is the only professional designation specifically geared toward the unique financial planning needs and considerations of domestic partners and the LGBTQ community.  The ADPA® course work expands on the CFP® curriculum to address the planning needs of diverse communities.  My designation demonstrates the knowledge and dedication to provide you with tailored planning solutions. Learn More About ADPA  



Member of the Financial Planning Association1

I am a member of the Financial Planning Association® (FPA®). This is the premier professional organization for Certified Financial PlannerTM (CFP®)professionals, educators, financial service providers. The FPA supports members and their development and advancement through opportunities for professional education, business support, advocacy and community at the national and chapter levels. Learn More About The FPA 



Five Star Wealth Manager - 2020 New Hampshire Award2

To earn this distinction, surveys were conducted by Five Star Professional, an independent third-party research firm, who received nominations from firms or peers in the New Hampshire area and evaluated the nominees based on 10 objective criteria including client retention rates, client assets administered, firm review and favorable regulatory and complaint history. The Five Star Award is not indicative of the wealth manager's future performance. Learn More About The Five Star Professional  





1 Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® in the U.S. which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

ADPA® and Accredited Domestic Partnership AdvisorSM are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.

2 Surveys conducted by Five Star Professional, an independent third-party research firm, who received nominations from firms or peers in the New Hampshire area and evaluated the nominees based on 10 objective criteria including client retention rates, client assets administered , firm review and favorable regulatory and complaint history. The Five Star Award is not indicative of the wealth manager's future performance . For more information: See: www.fivestarprofessional.com/wm_program.