About Us

I have been providing financial advisory services for 25 years. As a corporate manager in the banking and finance industry, I developed and administered planning, forecasting and budgeting programs for the departments and projects I was responsible for. By transferring these techniques to my individual and family financial environment, I refined an effective and simple system that proved successful. I have shared this system with many friends and family members who have also found it to be successful.

Each individual has a unique set of conditions. Although my coaching and advising are based on sound financial budgeting principles, I recognize that each client will have different goals and challenges and call for a unique set of solutions.

I am certified by the Association for Financial Counseling and Planning Education (AFCPE®) as an Accredited Financial Counselor. The association has strict requirements relating to education, experience, and ethics. There are also extensive continuing education requirements to assure that certified counselors maintain their industry expertise.

I am also a licensed Property and Casualty Insurance Agent.