Awards, Recognitions & Credentials

Certified Financial PlannerTM - CFP®

I have earned the CERTIFIED FINANCIAL PLANNERTM, or CFP® professional certification which 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.

Chartered Financial Consultant - ChFC®

The curriculum and training for my Chartered Financial Consultant designation includes lessons in understanding key elements of financial planning, such as retirement planning, estate planning, insurance, investments, and income taxes. The training also includes practical application of the skills learned in real-life scenarios. This designation also requires continuing education credits to maintain the credential. 

Wells Fargo Advisors Premier Advisor

I am also a member of the firm's Premier Advisor Program.  This distinction is held by a select group of Financial Advisors who meet or exceed Wells Fargo Advisors' high standards as measured by one or more of the firm's criteria for revenue generation, educational attainment and client-service best practices.