- Director at Highline Wealth Management
- International Financial Advisor at Merrill Lynch
- CFP® professional
- Chartered Retirement Planning CounselorSM professional
- Member, Financial Planning Association
George Mason University, School of Management
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.