Wealth Advisor, President
During my 23 years as a CERTIFIED FINANCIAL PLANNER™ professional, I’ve built a strong reputation as a specialist in retirement planning, including appearing on national media such as CNBC and NBC Nightly News. I taught retirement planning around the country for nearly 15 years, and I wrote a retirement planning workbook that is a staple in the CFP® program’s certification classes. I earned a bachelor’s degree in Business Administration at the University of New Brunswick in 1987 and an MBA at the University of Colorado–Boulder in 1991.
I use my gift for teaching to help people develop and experience wealth on their terms, while at the same time managing the many details that can potentially overwhelm people and lead to anxiety and fear. I love helping optimistic, diverse and energetic people to create a custom-tailored plan that can serve as a springboard towards their dreams!