CFP^® Designation

I hold the CERTIFIED FINANCIAL PLANNER^® designation to demonstrate my skill in analyzing and developing personal, long-term financial strategies. A CFP^® professional has completed hundreds of hours of rigorous courses and exams offered by various colleges and universities across the country. The qualification process, comprehensive array of advice, and skill-based approach distinguish CFP^® practitioners from other professional advisors, who typically focus on only one area of a client’s financial life.

CEPA^® Designation

I hold the Certified Exit Planning Advisor (CEPA^®) designation, which demonstrates my expertise in providing exit planning strategies. With careful attention to matters like tax efficiency and ownership transfers, I leverage this certification to help my clients feel confident as they pursue their business exits.