Living in Alaska can be a challenge, and I'm excited to be able to team up with clients to help them pursue their dreams through financial planning. Each step we take helps us to ascend the steps to wealth management and financial freedom. I encourage people to start saving early in life and make it a lifelong habit. Financial wealth is still attainable when a person starts later in life if they take smart steps using strong financial strategies. My experience in the financial industry and as a tax professional enables me to be uniquely qualified to help clients keep more of the money they earn and invest. How many times have you heard the phrase, "Ask your tax consultant" when getting legal or financial advice? My credentials include both financial and tax certifications.
FINRA Series 6 Investment Company Products/Variable Contracts Representative
FINRA Series 63 Uniform Securities Agent State Law Exam
Enrolled Agent (highest credentialed tax professional by IRS)