With the help of a good financial plan, I believe anyone can anyone can achieve financial security. I develop and implement complete financial planning to help my clients achieve their financial goals.
I started my financial services career as an Enrolled Agent, providing tax advice and planning. About 5 years into my career, it became apparent to me that many of my clients needed more than tax advice and planning, they needed complete financial plans. I embarked on the path to becoming a CERTIFIED FINANCIAL PLANNERTM professional. After 3 years of course work at the University of California, Berkeley, I passed the CFP® certification in the summer of 2019 and have been helping my clients with financial planning since then.
I am a recent transplant from California where I’ve spent all my adult life. When I am not stuck behind a desk, I am looking for places to Kayak and this year, plan to try my hand at making hard cider.
Designations & Licensing
- Registered Representative and Investment Adviser Representative since 2017
- FINRA Series 7 and 66 securities registrations
- CERTIFIED FINANCIAL PLANNERTM professional since 2019
- Enrolled Agent since 2011
Tax services are not offered through, or supervised by, The Lincoln Investment Companies.