Private Wealth Advisor
For over 15 years I have been helping my clients achieve their individual financial goals.
By taking the time to understand what’s truly important to them — whether it’s saving for college, living the retirement lifestyle they choose, making smart investments or anything else.
My personalized financial advice has helped them prepare for the expected and unexpected things in life. As a result, my clients feel more confident, connected and in control of their financial life.
CFP®, APMA®
Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ Professional
CFP®, CRPC®, APMA®
Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ Professional
Securities and advisory services offered through Commonwealth Financial Network®, Member
FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.
This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DE, DC, FL, GA, IL, ME, MD, MA, NH, NJ, NY, NC, RI, SC, TN, TX, VA, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Commonwealth’s