
Retired U.S. Air Force officer and aspiring Certified Financial Planner (CFP) dedicated to empowering military members, veterans, and their families through comprehensive fiduciary financial planning. Recognized for a calm and reassuring presence that fosters trusted relationships built on empathy, integrity, and transparent communication. A collaborative critical thinker excelling in entrepreneurial environments, adept at navigating complex financial situations while upholding the highest standards of accuracy, compliance, and client-focused service. Committed to making a meaningful impact in the lives of those served by providing tailored financial solutions that address unique challenges and aspirations.
Financial Planning Association
Consistently ranked in the top 5-20% of officers across the base; delivered audit success across 9 inspections, including zero-deficiency outcomes and multiple “Superior Performer” ratings