Education & Professional Experience

has studied at University of California, Hastings College of the Law between 1990 and 1993, then at University of Missouri-Columbia in Journalism between 1982 and 1986, then at San Diego State University-California State University between 2012 and 2013.

worked for Platt Wealth Management as Director of Financial Planning between Jan 2019 and May 2020, for Dowling & Yahnke, LLC as Director Of Financial Planning between Feb 2014 and Oct 2018, for Harrison - de Charon (now Wealthquest Partners) as Financial Planner, Operations Manager between 2007 and 2013.

 Skills & Competences

has the following skills : Finance, Risk Management, Financial Advisory, Investment Advisory, Personal Tax Planning, Wealth Management, Retirement Planning, Asset Management, Financial Services, Investments, Financial Planning, Certified Financial Planner, Social Security, Tax, Investment Management, Investment Strategies, Wealth Management Services, Income Tax, Asset Allocation, Financial Analysis.

has earned the following certifications : Certified Private Wealth Advisor (CPWA), delivered by Investment Management Consultants Association; Certified Financial Planner (CFP), delivered by CFP Board.