I work with my clients to create a financial plan which serves as a roadmap to help them keep track of and purse their financial goals. Specialties: CERTIFIED FINANCIAL PLANNER™ “Practitioner”; Series 7, Series 65 held with Cornerstone Financial Partners; Life, Health, and Long Term Care ...more

I work with my clients to create a financial plan which serves as a roadmap to help them keep track of and purse their financial goals. Specialties: CERTIFIED FINANCIAL PLANNER™ “Practitioner”; Series 7, Series 65 held with Cornerstone Financial Partners; Life, Health, and Long Term Care Licensedless