I am proud to serve as the Financial Advisor of GWN Securities, Inc. and Owner at Loggerhead Wealth Management. With over 7 years of experience in the financial services industry, my primary responsibility is to provide comprehensive financial strategies for individuals, families, and small business owners. My areas of specialization include holistic planning, retirement income planning, Medicare planning, Social Security planning, insurance planning, and succession planning. I am dedicated to staying at the forefront of industry knowledge and maintaining professional growth.
In 2020, I obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, demonstrating my commitment to upholding the highest standards of professionalism and ethics in the field. Building on that, I acquired the Certified Exit Planning Advisor® (CEPA®) designation in 2022, further enhancing my competence in assisting clients with succession planning. I also obtained the Chartered Life Underwriter® (CLU®) designation in 2021 and the Certified Plan Fiduciary Advisor® (CPFA®) designation in 2020, enabling me to provide comprehensive insurance planning and specialized guidance. Before embarking on my career, I earned an MBA from the University of Phoenix, equipping me with a solid foundation in business and finance. Additionally, as an active member of organizations such as the Financial Planning Association, the CFP Board, the Exit Planning Institute, and NAPA (National Association of Plan Advisors), I continuously engage in educational opportunities to further enhance my competence.
I am passionate about helping people with their financial decision-making, and I find great joy in creating plans that enable individuals to achieve their goals and protect their families. I believe that the greatest value I can offer my clients is being accessible and attentive to their needs. While competency is expected, I go the extra mile to ensure they have plans in place for non-financial issues as well, providing them with holistic solutions.
Originally from Akron, Ohio, I now reside in Boca Raton, Florida. Having lived in Palm Beach County since I was 17, I find the diverse cultures in the area fascinating and exciting. Outside of serving my clients, I enjoy pursuing various interests and hobbies. I have a passion for cooking and collecting wine, as well as playing golf. Lately, I've developed a love for rowing and have been practicing indoors, with plans to try it on the water next year. I also find solace in listening to non-fiction audiobooks and engaging in thought-provoking podcasts.