Title: Financial Advisor
Credentials: Certified Financial Planner (CFP), Master Analyst in Financial Forensics, Certified Divorce Financial Analyst (CDFA), Graduate of the University of Georgia Manhattan School of Music, Certificate in Financial Planning from Fairleigh Dickinson University.
Favorite Movie or TV Show: The Elephant Man and Trading Places
My Role: I help individuals and families wisely manage and use their financial resources so that their lives follow the paths they desire. I have particular expertise in guiding clients through major, often unexpected, life transitions.
Best Part of My Job: It’s an honor and a privilege to serve others in such a central area of life. I am grateful and humbled every day.
Hobbies & Interests: Cycling, golf, and scuba diving. I also worked 12 years as a full-time professional orchestra and church musician.
Volunteer & Philanthropy: Canon for Music with the Episcopal Diocese of Montana.