Look! Another Bio.

The interesting bits are that I am fluent in American Sign Language, used to be in a Pantomime Troupe, and was named one of the 100 exceptional students out of 37,000 at my University.

If you are still reading, then you must be a fellow nerd of all things finance. My credentials include an AS in Business Management, a BS in Personal Finance Planning, previously held Series 6 & 63 licenses, and current Series 65, Accredited Investment Fiduciary, and Certified Plan Fiduciary Advisor designations.

If you want to hear more about my passion for helping clients obtain financial tranquility, click the link above.