My Qualifications

As a Financial Advisor with Capitol Financial Solutions, I'm dedicated to helping individuals and businesses build their financial futures. To stay on top of my field and develop my professional skills, I regularly participate in industry training and certification programs.

I follow a practical approach to offering financial services and advice to my clients. Rather than just recommend a hodgepodge of products, first I'll evaluate in-depth your financial situation. Working together, we will develop a customized strategy for you to help you achieve your goals. After that, I will suggest the appropriate products and services to help you successfully implement your strategy.

My professional qualifications include:

  • Retirement Income Certified Professional® (RICP®)
  • FINRA Series 6 Securities License 
  • FINRA Series 63 Securities License
  • FINRA Series 65 Securities License
  • FINRA Series 7 Securities License
  • Life and Health Insurance License
  • Member, National Association of Insurance and Financial Advisor