I have been working in the financial services industry since 1998. Prior to taking on the role of Financial Planner, I was a Financial Advisor in the Windsor area. During the last 8 years, I have focused exclusively on financial planning and fostering strong client relationships. I have completed the requirements for the CERTIFIED FINANCIAL PLANNER™ certification conferred by the Financial Planning Standards Council, as well as the Financial Management Advisor (FMA) designation conferred by the CSI. I am also a Certified Retirement Specialist. I look forward to being with you every step of the way as we work together to achieve your personal financial goals.