• Certified Financial Planner™
• Financial Planning Association Member
Career Highlights
CPA Wealth Management Services
- Develops long lasting relationships with individuals bringing simplification, balance, focus and confidence to their financial lives and helping them to live their lives purposefully and to the fullest.
- Develops relationships with successful business owners to help them maximize their retirement plan for themselves and their team through creativity, leadership and service.
Financial Management Concepts,
V.P. of Financial Planning
- Advised and assisted clients in implementing customized financial strategies in order to achieve personal goals.
G. R. S. and Total Benefit Communications,
401K Educational Speaker
- Presented informative workshops on all aspects of retirement plans to participants. Addressed risk capacity and the importance of maintaining a globally diversified portfolio.
Education
• University of Central Florida, BS – Communication
• College for Financial Planning – CFP Certification Program
Professional
• Central Florida Estate Planning Council
• Florida Medical Group Management Association
Civic
• Boy Scouts Merit Badge Counselor Troop 58
• Lutheran Cantata Choir
• St. Luke’s Lutheran Endowment Fund Committee
• Jack Russell Terrier Club of America
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