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| Professional Activities |
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Financial Planning for clients requiring sophisticated advice in the areas of tax,estate, retirement, investment, and insurance planning to include divorce analysis and guidance.
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| Professional Licenses |
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CFP - Certified Financial Planner
MSFS - Master's of Science in Financial Services
ChFC - Chartered Financial Consultant
CLU - Chartered Life Underwriter
LUTCF - Life Underwiter Training Council Fellow
RHU - Registered Health Underwriter
REBC - Registered Employee Benefits Consultant
CEBS - Certified Employee Benefits Specialist
Certified Divorce Financial Analyst
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| General Comments |
| I help couples and families going through the difficult process of divorce understand and navigate the complex financial issues that face them. |
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| Areas of Practice |
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Financial
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| Education |
| Undergraduate Education |
| Virginia Military Institute - B.S. Electrical Engineering |
| Post-graduate Education |
| The American College - M.S. Financial Services |
| Professional Education |
| CFP, MSFS, ChFC, CLU, LUTCF, RHU, REBC, GBA, RPA, CEBS |
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| Collaborative Practice Training |
| Year |
Training Type |
Instructor |
Hours |
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** I have reviewed the IACP Minimum Standards for Collaborative Practitioners and the IACP Ethical Standards for Collaborative Professionals. I verify that I meet the IACP Minimum Standards for Collaborative Practitioners and that I apply the IACP Ethical Standards for Collaborative Professionals in my collaborative practice.
See IACP Standards >
IACP does not verify the information provided by the professionals listed in this directory.
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