The biggest compliment I can receive is being chosen as your financial advisor. I believe all clients have a big picture vision, and my responsibility is to offer sound advice to the people I work with. I think that a healthy financial program leads to a healthy lifestyle.
My passion is building positive and purposeful relationships. By being honest, flexible, and kind, we can accomplish our mission of less stress in our lives. I will work hard for you and develop solutions for your unique situation.
Before joining Ascent Advisory Solutions in 2021, I was an Investment Advisor Representative at RDA Financial Network, INC. My background includes work at United Planners Financial Services, Cambridge Investment Research, INC., and Stonefield Advisory, INC. I have been on investment teams, Registered Principal, and President.
My licenses and designations include:
Chartered Life Underwriter (CLU) is a professional designation for individuals who wish to specialize in life insurance and estate planning. Individuals must complete five core courses and three elective courses and successfully pass all eight two-hour, 100-question examinations to receive the designation.
Chartered Financial Consultant (ChFC) designation issued by The American College, an accreditation and education institution for the financial services industry. It requires 75 hours of coursework and passage of an exam covering issues such as estates, taxes, portfolio management, and financial planning. It can take years to obtain and is most commonly held by people in the insurance industry.
Series 7, 63, 22, 24
Source: The Four Agreements, Don Miguel Ruiz
Advisory services offered through RDA Financial Network, a Registered Investment Advisor.
Ascent Advisory Solutions and RDA Financial Network are not affiliated.