I love being a financial professional and enjoy putting my knowledge, experience, and talents to use serving my clients. With the relationship I have built with each client, I take on the responsibility to help you with your entire financial well-being. I am committed to having the resources needed to take care of all of your financial needs. I am a graduate of Central Michigan University. I have practiced as a financial advisor since 1999. My nearly 20 years of experience has contributed to my skill, proficiency, insight, and understanding of retirement and investment planning, insurance, banking, customer service, and overall financial planning. I am a member of the West Michigan Estate Planning Council and the Financial Services Institute (FSI). I achieved the requirements to be a CERTIFIED FINANCIAL PLANNER™ practitioner in January 2011. This certification has four requirements. An important requirement to be certified as CFP® practitioners is that we must abide by ongoing strict Code of Ethics and Professional Conduct rules. The educational requirement I completed was at Grand Valley State University, at their Seidman Financial Planning Certification Program in 2010. This program required the completion of courses in Principles of Financial Planning, Insurance Planning, Investment Planning, Personal Income Tax Planning, Estate Planning, Retirement Planning, and Employee Benefits. I had completed the experience requirement. The decisive requirement to be granted the CFP® designation was passing a grueling two-day exam in the fall of 2010. I am an Investment Adviser Representative (IAR) and General Securities Representative of Commonwealth Financial Network®. My registrations include FINRA Series 6 (Investment Company and Variable Contracts Securities License), Series 7 (General Securities Representative License), Series 63 (Uniform Securities Agent State Law), and Series 65 (Uniform Investment Adviser Law). I am also licensed for life and health insurance. I look forward to serving my current and future clients, their family, and friends for many years to come!