• Certified Public Accountant
• Certified Financial Planner™
• Financial Planning Association Member
Career Highlights
CPA Wealth Management Services
- Assists the Chief Executive Officer with the implementation of the firm's strategic plan.
- Administers the compliance policies and procedures of the firm.
- Creates a financial plan for each client based on the goals that are important to them, coordinating all of their important financial decisions. Updates clients' financial plans every two years so that they can respond creatively to the changes that inevitably occur.
Bowling Franklin & Co CPA's, Fredericksburg, VA
- Responsible for tax planning, retirement planning and financial statement preparation for individuals and businesses.
Education
• Barry University, Miami, FL, BS
• College for Financial Planning, Denver, CO, MS
Professional
• Financial Planning Association
Civic
• Hibiscus Children's Center
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