CREDENTIALS

• Certified Public Accountant
• CERTIFIED FINANCIAL PLANNER™
• Financial Planning Association Member

CAREER HIGHLIGHTS

FirstWave Financial

• 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

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