As CFO and CCO of Forthright Wealth Management, LLC, my role is to plan, develop and organize the firm's fiscal function and performance. Establishing, maintaining and enforcing compliance and regulatory standards within our firm takes top priority. Our clients are our #1 focus and working with them in an ethical and transparent basis is the only way we operate.
As a financial advisor, I take the financial future and success of our clients very seriously. I offer over 15 years of financial planning and investment management experience, furthering my commitment to our clients with both the Certified Financial Planner (CFP®) and the Chartered Life Underwriter (CLU®) professional designations. I take a lot of pride in working hand-in-hand with our clients and their families to get them where they want to go, enabling them to maintain the lifestyle they have worked so hard to achieve. I am thankful for the trust and confidence that our clients have placed in me, and I look forward to serving the families of FRWM for many years to come.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.