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• Certified Financial Planner™
• Financial Planning Association Member
Career Highlights
CPA Wealth Management Services
- Ensures that clients receive prompt attention to their individual financial needs and enhances client/firm relationships by providing knowledgeable and timely assistance on an individualized basis.
- Conducts client reviews and meetings, researches and follows up on a variety of subjects that are of interest, or concern, to our clients.
Prudential Securities, Inc., Melbourne, FL
- Registered Associate responsible for management of client service needs. Provided research and problem solving for clients.
Education
• University of Central Florida, Orlando, FL BS/BA Finance
• University of Central Florida, Executive Financial Planning Certificate Program
Professional
• Florida Mortgage Associate
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