Focused on what matters to you

Getting your finances in order isn’t always easy or clear. That’s why I’m

here to provide the expertise and support you need. Whether you’re just

starting a new business or planning to exit from your business, you deserve

personalized financial guidance driven by what’s important to you.

Together, we’ll assess your financial picture and explore how you can:

• Explore more tax-efficient ways to manage your money.

• Save and prepare for income in retirement.

• Plan to pass on a meaningful legacy.

• Ensure a smooth and fair transition of your business with business

continuation planning.

Professional Highlights

• CAP® (Chartered Advisor in Philanthropy), a designation granted

by The American College of Financial Services.

• CFP®(CERTIFIED FINANCIAL PLANNER), a certification granted

by CFP Board, Washington, D.C.

• CKA® (Certified Kingdom Advisor), a designation granted by

Kingdom Advisors.

• MSFS (Master of Science Financial Services).

• WMCP® (Wealth Management Certified Professional), a

designation granted by The American College of Financial

Services.

• CEPA® (Certified Exit Planning Advisor), a certification granted by

the Exit Planning Institute.

• Ph.D (Doctor of Philosophy Degree in Financial Planning and Retirement Planning).

Education and Experience

• FINRA Series 63 Uniform Securities Agent State Law Exam.

• FINRA Series 7 General Securities Representative.

• FINRA Series 65 Uniform Investment Advisor.

I specialize in the following:

• Retirement planning

• Income tax planning

• Risk management

• Investment planning

• Estate planning

• Solutions for businesses

Personal Profile

• I am devoted to helping

business owners embrace lives marked

by generosity, meaningful

legacy, and lasting joy!

Guided by wisdom of

1Timoththy 6:17-19, my

mission is to inspire and

empower clients to design

and implement charitable

giving strategies that reflect

their values and create

enduring impact!

Giving Back

I support the following charities

and causes:

• Habitat for Humanity

• The Salvation Army

• St. Jude’s Children

Hospital