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.
Undergraduate degree in accounting and Masters of Science in Financial Services (MSFS). Worked in financial services for over 25 years. Former CPA ( Missouri & Texas) With heavy tax/audit experience for individuals, trusts, estates, and small businesses. Fellow of National Tax Institute. As a Financial Specialist, my current practice is mainly limited to financial and retirement services for retirees and individuals nearing retirement. Utilize tax background to advise clients on ways to reduce federal and state taxes.
Certified Financial Fiduciary ®
The Foundation for Fiduciary Education (FFE) is proud to be one of the fastest growing non-profit financial wellness programs in the country, and the only one who’s Instructors are exclusively Certified Financial Fiduciaries.
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