With my experience, training and knowledge of financial products and services, my clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.
CERTIFIED FINANCIAL PLANNER™ professional
Dedicated to Helping Individuals and Businesses Build Their Financial Futures
As a CERTIFIED FINANCIAL PLANNER™ professional and an active member of the Lewiston area community, I am dedicated to helping individuals and businesses build their financial futures.
I started working in the family financial services firm at the age of 10, learning the business from the ground up. I have been a fully licensed Financial Professional since 2007 and achieved the CFP® certification in 2014.
To stay abreast of current issues in my field and to develop my professional skills I have regularly attended industry training and certification programs. I have completed extensive training in the areas of Financial Planning and Retirement Planning.
CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with Flame Logo) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.