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I am a CERTIFIED FINANCIAL PLANNER® with 25+ years of financial services experience, primarily with Fidelity Investments. I have a particular passion for promoting financial literacy and education, and have been a volunteer Financial Coach with Wings for Widows since 2022.
I am currently an Adjunct Professor of Finance at Southern New Hampshire University, where I teach in the CFP Board registered Bachelor of Science in Finance/Financial Planning degree program. Courses taught include Personal Financial Planning, Advanced Personal Financial Planning, Risk Management & Insurance Planning, and Financial Plan Development.
I am also a contributor to WalletHub.com, providing expert commentary on personal finance topics including budgeting, insurance planning, and debt management.
I am currently an Adjunct Professor of Finance at Southern New Hampshire University, where I teach in the CFP Board registered Bachelor of Science in Finance/Financial Planning degree program. Courses taught include Personal Financial Planning, Advanced Personal Financial Planning, Risk Management & Insurance Planning, and Financial Plan Development.
I am also a contributor to WalletHub.com, providing expert commentary on personal finance topics including budgeting, insurance planning, and debt management.