I’ve seen firsthand how financial stress can weigh heavily—emotionally, physically, and relationally. It’s more than numbers on a spreadsheet; it’s about financial confidence. That’s why I’m passionate about helping people feel more confident in their financial plan with strategies and planning. I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) and an Enrolled Agent (EA) admitted to practice before he IR
S. I also hold my Series 7, Series 66, and Series 24 registrations with LPL Financial. I have my Life and Health designation along with the Property and Casualty Insurance License designations.
*Harborfront Financial Group D/B/A Custer Financial Advisors (“CFA”) is a Registered Investment Adviser ("RIA"). Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. CFA renders individualized investment advice to persons in a particular state only after complying with the state's regulatory requirements, or pursuant to an applicable state exemption or exclusion. All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital. Advisory Services Offered Through Harborfront Financial Group (CRD # 331763). Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor. Member FINRA & SIPC (www.finra.org, www.sipc.org). Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
