About My Financial Designations

What My Designations Mean — and How They Help Me Serve You Better

You may have noticed a string of letters after my name — CEPA®, AWMA®, CRPC®, AAMS®. While these designations might seem like alphabet soup, each one represents a focused area of expertise that helps me serve you more thoughtfully and effectively. I am committed to continuously growing as an advisor, so I can guide you through every stage of your financial journey with clarity and confidence. I encourage you to learn a bit more about my designations below.

As a Certified Exit Planning Advisor (CEPA®), I help entrepreneurs develop a comprehensive and strategic roadmap for transitioning out of their business — whether that’s years down the road or already on the horizon. This is often one of the most significant financial and emotional decisions a business owner will face, and it deserves thoughtful planning.

I guide my clients through the full journey: starting with business valuation and pre-liquidity planning, all the way through to the eventual transition — whether that means selling the business, transferring ownership to a new partner, passing it along to family members, or stepping back gradually. Together, we align your business strategy, succession plan, financial goals, and personal vision to ensure the transition is smooth and meaningful for the life you want to live next.

As an Accredited Wealth Management Advisor (AWMA®), I bring a deeper level of expertise to areas that matter most to long-term financial success — like retirement planning, tax-efficient investing, estate planning, and managing risk. This designation reflects my commitment to helping clients make smart, forward-thinking decisions that align with their goals and values.

Wealth management is never one-size-fits-all. That’s why I take the time to build strong, lasting relationships and offer advice that’s truly personal. I also stay current on industry trends and best practices, so the guidance I offer is always up-to-date, thoughtful, and grounded in high ethical standards. My goal is to help you feel confident not just about your investments, but about your entire financial picture.

As a Chartered Retirement Planning Counselor (CRPC®), I specialize in helping individuals and families prepare for one of life’s biggest transitions: retirement. This designation reflects my deep understanding of both the challenges and opportunities that come with planning for and living in retirement.

Whether it’s estimating future expenses, creating reliable income streams, navigating Social Security, or planning for healthcare costs, I work closely with each client to build a personalized roadmap that fits their unique lifestyle and vision for the future. My approach is rooted in ongoing education and high ethical standards, so you can feel confident that your retirement strategy is both thoughtful and trustworthy.

As an Accredited Asset Management Specialist (AAMS®), I’ve received advanced training in investment management and asset allocation — tools that are essential to helping clients build and preserve wealth over time. This designation reflects my commitment to helping individuals and families make confident, informed decisions about their financial futures.

Whether it’s planning for retirement, saving for education, or building a well-diversified portfolio, I create personalized strategies that are aligned with each client’s specific goals and life stage. I take pride in offering guidance you can feel confident about — helping you navigate both the opportunities and challenges that come with managing your finances over the long term.

Always Learning. Always Focused on You.

The financial world doesn’t stand still — and neither do I. Each of these designations requires ongoing education, so I’m always staying sharp and up to date on new developments, regulations, and planning opportunities.

Whether we’re building your first financial plan, navigating a business sale, or preparing for retirement, I bring all of this training and experience to the table — so you can move forward with clarity and confidence.