Philosophy:
I see behind the numbers and dig deep to get to the heart of the matter.
Practice Description:
I empower people to take charge of their financial situation and regain control of the chaos in their lives. I educate my clients and help them make informed decisions that keep them on track in this lifelong journey.
Practice Specialties:
Veterans
Financial Education and Empowerment
Professional Credentials:
Accredited Financial Counselor ®
CERTIFIED FINANCIAL PLANNER ™
Enrolled Agent (Federally Authorized Tax Practitioner)
Financial Fitness Coach ®
Florida Supreme Court County Mediator
Fee Only Services:
Budget, Credit and Debt Counseling
Financial Education
Florida Supreme Court County Mediator
Homebuyer / Homeowner Education
Insurance Education
Retirement Planning and Integration with Government Benefits
Education:
B.A. Rollins College, Winter Park, FL
Certified Financial Planner Course, UCF, Orlando, FL
Multiple Professional Certifications
Professional Affiliations:
Association for Financial Counseling & Planning Education®