As Managing Director of InvestEd Consulting, I help investors to build, preserve & manage their retirement savings through personalized and comprehensive retirement planning strategies. With offices in both La Jolla, CA and Charleston, SC, InvestEd Consulting works with clients throughout the country. By consistently leveraging innovative technologies and focusing on client service, InvestEd Consulting strives to provide a superior client experience.
Since 2001, when I began my financial consulting career at First Union Securities in Seattle, I have developed an expertise and specialty in Retirement Income Planning. I have helped hundreds of investors (in or nearing retirement) to protect their wealth and retirement income during financial storms while also pursuing growth opportunities in diverse market environments.
I am currently Series 7 and Series 66 registered. Registrations are held through LPL Financial. In addition, I have earned my Accredited Investment Fiduciary certificate through fI360 as well as the Professional Plan Consultant designation through Financial Service Standards. I have been featured in national publications, including Money Magazine and The Wall Street Journal. I also play a very active role in my community through charitable organizations such as the City of Hope.
When not working, you can find me spending time with my beautiful daughters in Charleston. We cherish our good health, time in the sun and at the beach, and travel as much as possible.
I am a Registered Representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Since 2001, when I began my financial consulting career at First Union Securities in Seattle, I have developed an expertise and specialty in Retirement Income Planning. I have helped hundreds of investors (in or nearing retirement) to protect their wealth and retirement income during financial storms while also pursuing growth opportunities in diverse market environments.
I am currently Series 7 and Series 66 registered. Registrations are held through LPL Financial. In addition, I have earned my Accredited Investment Fiduciary certificate through fI360 as well as the Professional Plan Consultant designation through Financial Service Standards. I have been featured in national publications, including Money Magazine and The Wall Street Journal. I also play a very active role in my community through charitable organizations such as the City of Hope.
When not working, you can find me spending time with my beautiful daughters in Charleston. We cherish our good health, time in the sun and at the beach, and travel as much as possible.
I am a Registered Representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
