Our Qualifications

I have been working with individuals and businesses in several states around the country for several years.

Each of my affiliates has extensive personal and professional experience.

I am a qualified Investment Advisor Representatives (IAR) with HighPoint Advisor Group and I hold the Series 7 securities registration through LPL Financial and the Series 66 securities registration through LPL Financial and HighPoint Advisor Group.  I also hold Certified Estate and Trust Specialist designation and can offer professional guidance on the following topics*

  • beneficiaries
  • wills and probates
  • retirement accounts, taxes, and trusts
  • living trusts and control trusts
  • incapacity, post-mortem guidelines, and funerals​

I am also licensed  to provide life, diability, and long-term care insurance. These qualification allow me to provide comprehensive financial advice, investment, and insurance products to my client.

I am dedicated to developing lasting relationships with each and every client. I believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with Core Wealth Planning is the ability to provide clear, easily understood explanations of financial products and services. The personalized program that are provided is a roadmap to working toward a more confident financial future.

I am looking forward to using my knowledge and experience to help you pursue your financial goals!

* LPL Financial does not offer tax or legal advice.   You should consult with your attorney or tax advisor for guidance on your specific situation.