After earning my bachelor's degree in economics from the University of Northern Colorado in December 2005, I entered the financial services industry in 2006. I continued my education in the financial industry earning my Certified Financial Planner® designation in June 2013.
I am an LPL Financial Advisor that is passionate about educating my clients in all areas of their financial life. It is my goal to help my clients manage their personal short-term and long-term financial goals. I specialize in assisting my clients with building a stable financial foundation by looking at each financial concern they may have. These concerns range from budgeting/debt management to retirement planning. Whatever the need may be, I take a personalized approach in helping my clients better their futures.
Licensed in the following states:
Securities: AK, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, LA, ME, MI, MN, MO, MT, NC, ND, NE, NH, NM, NV, NY, OH, OK, OR, SC, SD, TN, TX, UT, VA, WA, WI, WY.
CFP Board of StandardsCFP
The CFP certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.
CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards which spell out what clients should be able to reasonably expect from the financial planning engagement. These are just some of the reasons why the CFP certification is becoming increasingly recognized.