01/20/2026
Recent Achievements - I’m excited to announce that I’ve earned my Estate Plan Strategist (EPS) Certification, further expanding the solutions I provide to individuals, families, and business owners seeking clarity, protection, and long-term financial security.
This certification strengthens my ability to help clients plan for incapacity, protect assets, and transfer wealth efficiently—ensuring their legacy is preserved and their wishes are carried out with confidence.
As a Licensed Financial Professional and Certified Estate Plan Strategist, I deliver comprehensive, education-based strategies that go beyond traditional financial planning. Through collaboration with a national and multinational network of legal professionals, I help clients implement affordable and convenient estate planning solutions, including wills, trusts, incapacity planning, special needs planning, business succession, and advanced legacy strategies.
My focus is simple: protect what matters most, reduce uncertainty, and help families and business owners create lasting legacies.
More to come as I continue expanding my work in the financial services industry—bringing greater access to financial education, protection, and empowerment to the communities I serve.