I began working with Collegiate Capital Management in 2008. I received my CERTIFIED FINANCIAL PLANNER™ certification in 2012 and began working with clients of my own. My goal is to create a customized approach to financial planning for each individual by combining goal planning, investment management, and tax efficiency into a cohesive plan. Forming long-term partnerships with my clients is important to seeing the plan through. I'm fortunate to work with clients located all over the country and from all walks of life. As a fiduciary, I always put the needs of my clients at the forefront of all decisions. I provide complimentary consultations and would be happy to discuss your needs anytim