As CFO and CCO of ForthRight Wealth Management, LLC, my role is to plan, develop and organize the firm's fiscal function and performance. Establishing, maintaining, and enforcing compliance and regulatory standards within our firm takes top priority. Our clients are our #1 focus and working with them in an ethical and transparent basis is the only way we operate. As a financial advisor, I take the financial future and success of our clients very seriously. I offer over 20 years of financial planning and investment management experience, furthering my commitment to our clients with the Certified Financial Planner (CFP®) professional designation. I take a lot of pride in working hand-in-hand w