As your trusted financial planner and advisor, my mission is to help you determine what your goals are and then help you implement a plan to achieve your goals. You have goals about your finances, family, and more. My goal is for you to achieve those goals and live your best life as you gain financial freedom for yourself and your family.

I am a CERTIFIED FINANCIAL PLANNER™ professional through the CFP Board and have a Master of Science degree in Personal Financial Planning. I have also received the following certifications and designations: Master Planner Advanced Studies℠ (MPAS®), Chartered Retirement Planning Counselor℠ (CRPC®), Accredited Portfolio Management Advisor℠ (APMA®), Accredited Wealth Management Advisor℠ (AWMA®), Sports & Entertainment Accredited Wealth Advisor℠ (SE-AWMA®), and Chartered SRI Counselor℠ (CSRIC®).

In digital assets and cryptocurrencies, I am a Certified Digital Assets Advisor (CDAA) and a Certified Blockchain & Digital Assets Advisor (CBDA). I'm also RIA Channel Certified in Digital Assets through the Nasdaq Advisor Academy. I am a member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), the Advice-Only Network, the Flat Fee Advisors network, the Fee-Only Network, and PlannerDAO.