I love helping people learn more about their money. Why? Because I believe that when you know more about your money you will feel better about your money and you will make better money decisions.

As a financial advisor at Keil Financial Partners and the host of the Retirement Revealed podcast, I work to simplify complex financial decisions so you can make smarter retirement, investment, and tax planning decisions.

Retirement should create enjoyment, not anxiety. Learn how you can make meaningful strides towards an enjoyable retirement with the 5-step Retirement Revealed process we’ve developed to help you make the best choices with your retirement money.

CREDENTIALS

RICP® (Retirement Income Certified Professional), Certified Kingdom Advisor®, CLTC (Certified in Long Term Care) CLTC (Certified in Long Term Care), National Social Security Advisor Certificate, Certified Investment Management Analyst (CIMA)

EDUCATION

McDaniel College

COMPLIANCE DISCLAIMER

Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial professional for referring and introducing advisory clients to them. Compensation provides Purse Strings with an incentive to recommend this financial professional resulting in a material conflict of interest. Click here for additional information.

STATES SERVED

Virtual Appointments Available

SPECIALTIES:

Behavior Coach

LANGUAGES SPOKEN:

English