I earned the AIF® Designation in May 2016. The AIF Designation certifies that I have specialized knowledge of fiduciary standards of care and their application to the investment management process.
I am licensed with KMS Financial Services, Inc. because of their tenure in the financial industry and their dedication to the long term success of my clients. I use TD Ameritrade as my clearing platform and custodian to place trades and hold client accounts. I am also licensed with multiple life and long term care insurance companies.
Please call me if you have any questions about my firm or the range of financial products and services I have available. I have relationships with a variety of financial services companies and will look into establishing new ones as needed.