It is my distinct pleasure to educate, advise, and represent investors in order to brighten their financial futures. In sum, my personal mission is to do the following:
1) Effectively educate current and future investors on investments,
2) Prudently advise investors on choosing suitable investments, and
3) Zealously represent investors who have suffered financial harm caused by their financial advisor.
My mission is facilitated through my position as a tenured university professor, an owner of a private “fee-only” financial planning practice, and an owner of a private law practice. Degrees and designations earned include a Juris Doctor degree, an M.S. degree in Personal Financial Planning, and a CERTIFIED FINANCIAL PLANNER™ designation. Students who may be interested in pursuing a career in financial planning should reach out to me for a meeting.