CREDENTIALS

• 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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