Financial Paraplanner Qualified Professionalâ„
“Understand that the right to choose your own path is a sacred privilege. Use it. Dwell in possibility."
–Oprah Winfrey
Education
- College for Financial Planning, Financial Paraplanner Qualified Professional, 2024
- University of Redlands, Bachelor of Science - Business Administration, 2022
- Chaffey College, Associate of Science - Business Administration, 2020
- Chaffey College, Associate of Arts - Economics, 2020
Experience
- Teach Plan Retire, 2023 - Present
- Prior financial service experience, 2022 - 2023
Personal
- Resides: Indianapolis, IN
- Spouse: Geo
- Children: 2 - Ellie & Eli
- Fur Baby: 1- Kimi
- Interests: Metaphysical pursuits, culinary crusades, artistic projects, and family escapades.