Domicile State: IL
California Insurance License #: 0I08798
As a Financial Planner, I strive to help inpiduals and families develop and achieve their financial objectives through various financial products and services designed to meet their present and future needs.
- Looking for objective financial guidance?
- Need to protect and preserve your assets?
- Ready to build financial security for the future?
Education and Credentials
- Illinois State University, BS 2004, Honors Program
- CERTIFIED FINANCIAL PLANNER™ (CFP®) professional from the CFP® Board of Standards Inc., 2009
- Financial Planner
- Registered Representative
- Series 7, 63, and 65
Through education and planning we aim to work together to help you achieve your financial goals, whatever they may be. Please contact me for more information and to setup your complimentary financial review. I look forward to hearing from you.