Qualifications
I have been helping clients and their families across the country achieve their financial goals since 1988. I graduated from Vanderbilt University with a Bachelor of Arts degree and joined RBC Wealth Management in 1994.
After completing the required coursework at the College of Financial Planning, I received my CERTIFIED FINANCIAL PLANNER™ certificate. The multi-year CFP® program entails in-depth courses, training, and comprehensive examinations in all areas of financial planning including investments, taxes, insurance, estate, and retirement planning.
