Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Since 2002, leadership, civics and public service:  My mission is to empower clients through education, awareness, and sense of urgency in committing to financial wellness.  AAA Bank FDIC / AAA Life Insurance Company / AAA Auto Club Trust Committed to lifelong learning, continuing education to stay current on products and regulation Committed to excellence through relevance, significance, and balance. Committed to effective change management through periodic portfolio review Committed to the financial success and well-being of my clients and their beneficiaries Areas of specialty Credit and Lending Cash and Income Planning Life Insurance Planning Risk Assessment and Planning Portfolio and Asset Planning Retirement and Distribution Planning Estate and Legacy Planning Long Term Care and Medicare Planning