511 North Maitland Avenue,
I have been a fee advisor since 1986. The Chartered Financial Consultant designation is ChFC and is administered by The American College. Ten exams with 1500 questions and considered the standard in baseline financial planning. The American College also does CFP, CAP, RICP, CLU and others.
Ongoing study groups, industry calls, compliance and quarterly meeting with peers for practice management and investment strategist meetings are part of the process here at Stewardship Matters.
I hold Chartered Financial Consultant, Chartered Advisor in Philanthropy, Retirement Income Certified Professional, and Certified Kingdom Advisor designations and I am active in ongoing studies including the local chapter of Charitable Gift Planners. Received Certificate of completion The US SIF Foundation Course Fundamentals of Sustainable and Impact Investments.
I am dedicated to developing lasting relationships with all my clients. I believe in helping you assess your financial goals and participate in the management of your finances.
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