Welcome, and thanks for your visit!
I am an independent insurance agent with experience and training in life insurance, annuities, and asset management.
Most recently, I have undertaken coursework with the College for Financial Planning’s CERTIFIED FINANCIAL PLANNER™ CFP® Certification. Covering the main topics of financial planning, I have completed courses in:
- General Financial Planning Principles
- Insurance Planning
- Investment Planning
- Tax Planning
- Retirement Planning
- Estate Planning
I passed the CFP® exam in March 2025.