• Certified Financial Planner™
• Financial Planning Association Member
Career Highlights
CPA Wealth Management Services
- Develops and implements planning strategies for affluent individuals that provides them with confidence that they can create the great financial future they desire.
- Develops and implements customized retirement planning strategies for entrepreneurs to simplify and improve the performance of their retirement plans.
Education
• Nova Southeastern University, BS – Accounting
• University of Miami, MBA
• College for Financial Planning – CFP Certification Program
Professional
• Brevard County Estate Planning Council
Civic
• Florida Tech Panther Club Board
• Lead Brevard – Class of 2006
• Junior Achievement of E. Central Florida – Teacher
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