I am the president of Diversified, where our mission is to uncover and achieve your life’s goals, so that we can bring true happiness to as many people as possible. I believe in building a firm that can satisfy all our client’s needs under one roof. I’m a CFP and a nationally recognized author that is passionate about helping people reach their retirement goals and attain happiness. I’m a regular contributor at Kiplinger and Forbes, and I’ve been featured in the Wall Street Journal, Barron’s, FA Magazine, USA Today, US News and World Report, CNBC, Today and TD Ameritrade amongst others. My nationally recognized blog focuses on retirement and how finances tie into the pursuit of happiness and fulfillment. I have a BS in Finance in addition to my series 6,7, 63, and health/life licenses, with both Certified Financial Planner and Certified Estate Planner designations.