Life is constantly changing. Let’s plan for it.
I have been in the financial services industry since 1984. I am a CERTIFIED FINANCIAL PLANNER™ practitioner, hold the Accredited Investment Fiduciary (AIF) and was one of the first 50 advisors in the country to receive the Certified Plan Fiduciary Advisor (CPFA) designation from the National Association of Plan Advisors. I have an M.B.A in Finance and Management and I am a member of the BCJ investment committee, and member of the Retirement Plan Advisory Group (RPAG), a national network of professional retirement plan advisors.