Before pursuing financial planning as a new career, I was just a dad managing my family's finances, and trying to provide my daughter with a good financial start so she could have greater options in life. We opened education accounts for her and tried to instill good financial habits when she was young, and to understand the importance of thrift, saving, investments, and retirement planning. Over the years, I learned the basics of personal finance — cash flow, savings, investments, taxes, health care & other insurance, retirement planning, and estate planning,

I later learned and appreciated what that preparation meant to her. Once she became financially independent, she told me it had given her confidence, financial literacy, and the peace of mind that her finances were something she could take control of. She told me she credits being able to go to graduate school, in part, to the financial preparedness I'd provided.

Many people struggle with their own financial situation. I greatly enjoy helping people deal with this challenge, and this motivated me to become a Certified Financial Planner (CFP). I have completed the formal CFP training and passed the CFP board exam, and now I only need to gain the required Experience hours.

I previously served in the U.S. Air Force (Captain) as a space systems engineer, and later performed the same duties as a contractor at NASA - Goddard Space Flight Center. Years later I earned a master's degree in international relations, and later became a Foreign Service Officer with the U.S. Department of State — working in the area of international economics. I also hold a BA and MS in Mathematics.

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