Location: Jacksonville, FL
Years of Financial Planning Experience: 19
Education: Doctor of Business Administration, Keiser University; M.S. in Personal Financial Planning, College for Financial Planning; B.S. in Computer Science, University of Southern Mississippi; U.S. Air Force Veteran
My Story: My path to Financial Finesse has been, and continues to be, influenced by a love of lifelong learning. I have always enjoyed teaching and presenting, particularly when I see how it helps people become better informed and more confident in their financial decisions. After earning my CFP® designation, I went on to complete my master’s degree in personal financial planning. I am delighted to be part of this exciting and innovative group of professionals.
Lives I’ve Changed: I worked with a recently promoted executive facing very expensive medical bills for her husband, the loss of his job, unpaid credit card bills, etc. Although she was grateful for her promotion and increased pay, she was surprised to find they still could not pull the family budget ahead of the bills. We reviewed priorities to change the family’s spending plan, negotiated with creditors and adjusted 401(k) contributions to get them back on track. She was most relieved that more drastic measures wouldn’t be necessary and that a solution was possible with a few tweaks.