02/20/2026
After many late nights, way too much coffee, and more practice exams than I care to admit… I’m excited to share that I’ve officially earned my ChFC® (Chartered Financial Consultant) designation from The American College.
What does that mean for you?
It means even more advanced training in financial planning, retirement, tax strategy, insurance, and investment planning — all with one goal: helping you make smarter, more confident decisions with your money.
What does it mean for me?
It means I can finally stop saying “I’m studying” every weekend. 😅
All jokes aside, I’m incredibly grateful for the clients and colleagues who trust me with such important conversations. Continuing to grow as an advisor is one of the best ways I can serve you well.
If you’ve been meaning to revisit your financial plan, make a big decision, or just want a second opinion — I’d love to connect.
Here’s to lifelong learning and helping great people do great things with their money.