I earned a bachelor’s degree in finance, an MBA, and a Master’s in Financial Planning from Liberty University. I also hold the CERTIFIED FINANCIAL PLANNER® (CFP®) and Certified Exit Planning Advisor® (CEPA®) designations. These credentials reflect my commitment to helping clients make informed financial decisions with confidence at every stage of life. I enjoy partnering with:
• Individuals a
nd families planning for the future
• Business owners preparing for growth and eventual exits
• Pre-retirees preparing for retirement
• College coaches and professional athletes navigating unique financial journeys
I believe effective financial planning starts with a personalized strategy built around your goals, values, and priorities. I help clients navigate:
1. Cash flow and income planning
2. Investment and portfolio strategies
3. Risk management and protection planning
4. Retirement and estate strategies
5. Long-term wealth transfer strategies
My goal is to simplify complex financial decisions and provide clarity, confidence, and direction through every season of life.