08/20/2026
I'm proud to share that I recently passed the Certified Financial Planner (CFP®) exam!
For 50 years, CFP® certification has been the standard of excellence in financial planning. Earning it required meeting rigorous education, examination, experience, and ethics requirements. As part of certification, I've committed to acting as a fiduciary at all times when providing financial advice, putting my clients' interests first in every recommendation I make.
That standard matters to me, and I'm grateful to my colleagues and clients for their support throughout this process. I'm looking forward to bringing this expertise to the work we do together. 🥂