Office Hours/Availability/Response Time: I will respond within 2 hours if before 8:00 pm; if later than 8 pm, then I will respond by 8:00 am the following day.
CFP® - Certified Financial Planner®practitioner
ChFC® - Chartered Financial Consultant
MBA - Master in Business Administration
In my “life before UJ” I spent seventeen years working in the financial services arena. As a Financial Advisor, I truly enjoyed the opportunity to help my clients realize their financial goals. Part of the process was in mastering the rules and regulations and analyzing the numbers, but it was more about helping clients identify what they wanted out of life and how we could make that happen financially. As a Professor of Financial Planning and Wealth Management, I bring my knowledge and experiences into the classroom where I help students realize their life goal of working in the areas of business and finance.”