What makes me special
01
I’m Like You
I came from middle-class roots. I want to work with middle-class people.
02
I’m Motivated
I don’t take helping you lightly. I’ve put everything I have into delivering you these resources.
03
I’m Experienced
I’ve helped countless families retire. I do it every day. This is the only career I’ve ever known.
04
I’m Always Learning
I’m never satisfied. I will continue to improve myself and innovate how I can better help you.
My Achievements
My Proudest Working Achievements
1. CFP® Designation
Requiring 200-250 hours of studying over 12-18 months on average, the Certified Financial Planner® designation is one of, if not the most, challenging industry designations to obtain.
2. Owner Under 40
From intern to CFP® Financial Advisor to firm owner within 15 years, I am proud to have earned the trust and respect of the firm’s founder and my mentor.
3. International Podcast Guest
I’ve been a guest on podcasts both domestically and abroad, sharing my message of Financial Education.