Certified Financial Planner, CFP®
Registered Investment Advisor
Accredited Financial Counselor, AFC®
MBA, Finance, University of Michigan
Professional Studies, CFP® Program, Northwestern University
Member NAPFA, XY Planning Network
Financial planning/coaching practice since 2017.
Worked as a financial coach for non-profit organizations in Chicago and Detroit.
Worked with over 100 clients.
24 years at Ford Motor Company, in financial related management positions.