I have been in the Financial Services Industry for over 14 years. After being in a solo practitioner role with my own firm since 2015, I have been lucky enough to join the Investment Services Team with CUSO Financial at iQ Credit Union and will continue to serve our clients and community. I have found that I can have the biggest impact with people and my community by educating them about finances and the various strategies they can implement to save and protect their future.
As a CFS Financial Advisor with iQ Credit Union, I am uniquely positioned to assist members and our greater community with sound financial education so they can have the information and confidence to make sound financial decisions.
I work with members on a wide variety of planning topics including, Financial Planning, Retirement Planning, Wealth Management, Investment Management, College Saving, Insurance Planning, Employer Sponsored Retirement plans and much more. I currently hold FINRA Securities Licenses Series: 6, 63 and 65 and Insurance Licenses.