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President
CFP®, ChFC®, CLU, AIF
Broker Affiliation: Founders Financial Securities, LLC
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
Business Owners, Executives, GenX, High Earning First Generation, Millennials & GenZ, Pre-Retiree, Retirees or Seniors, Single Parent, Teachers & Educators, Women & Female Leaders, Working in Retirement
Buying a Home and Relocation, Career Changes or Job Loss, Caregiving for Aging Relatives, Compensation Changes, Death in the Family, Divorce Planning, Early Retirement or Financial Independence, End of Life and Legacy Planning, First Job and Career Entry, Funding Education, Getting Married and Starting a Family, Retirement Planning, Starting a Business, Sudden Wealth or Inheritance, Widowhood
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net
Our approach is to work as a plan-first servant leader enterprise. We provide and follow a creed based on our beliefs and standards and hold these not as a feature, but the minimum standards we hold ourselves to. We also believe in tactical allocation to help mitigate risk in periods of market volatility.
Investment Advisor Representative of and Securities offered through Founders Financial Securities, LLC. Member FINRA, SPIC and Registered Investment Advisor.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.
This planner self-certifies that the information in this profile is accurate. Consumers should independently verify the planner’s credentials, registration, and background through CFP Board, the SEC, and FINRA BrokerCheck.
Compensation Methods
Commission and Fee
Commission and fee applies if a CFP® professional and any related party receives or is entitled to receive both commissions and fees for providing professional activities; the CFP® professional must disclose compensation as "Commission and Fee."
Household Income Minimum
$0
Investable Asset Minimum
$0