For over 10 years, I have enjoyed helping clients grow, manage, protect and perhaps most importantly, enjoy their wealth. Together through the discovery process, well uncover your goals, prioritize them and develop strategies, and a course of action to help you reach your most important goals.
I hold a bachelors degree in Business Economics and have received my Certified Financial Planner (CFP) certificate and Chartered Life Underwriter (CLU) designations.
Certifications & Affiliations
Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (CFS), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. BCU has contracted with CFS to make non-deposit investment products and services available to credit union members. BCU Investment Advisors is a trade name for the investment services available at BCU.
CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. The College for Financial Planning does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNERTM or CFP (with flame logo)® certification marks. CFP® certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an education requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements.} CLU is a registered trademark of The Financial Advisors Association of Canada.