I entered the industry in 2011 and began helping individuals with their retirement, investment, and life insurance needs. Throughout my career, I have held many different roles ranging from a Compliance Manager to a Portfolio Manager. My desire to work directly with clients and their retirement planning needs has made the transition to NAF very harmonious. My core focus is helping people transition from the “accumulation” phase in their life to the “Distribution” phase creating and assisting in sound and predictable income strategies. I am a CFP® professional and hold myself to the highest professional and ethical standards defined by the CFP Board.