

Focus Areas
- Retirement Savings Strategies
- College Savings
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Dentists
- Healthcare Professionals
Focus Areas
- Retirement Savings Strategies
- College Savings
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Dentists
- Healthcare Professionals
Financial Advisor Certifications
CFA®
Chartered Financial Analyst®
Personal Interests
- Traveling
- Reading
- Health & Nutrition
- Personal Fitness
- Community Outreach
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