Knowledge is Power

I have always been passionate about teaching clients, students, and financial professionals about various aspects of financial planning. 

This site is dedicated to helping you learn what you need to know.

My career began in the waning days of the Technology/Internet bubble in 2000 as an options trader with a discount broker. In 2003, I became a financial planner, and in 2006, I successfully completed the Certified Financial Planner (CFP) requirements. Along my path I have earned several other professional accreditations, and continue to work on more.