Long-Term Professional Relationships

Personal relationship with a Certified Financial Planner, who knows you well enough to objectively guide your progress. The CFP certification mark identifies individuals who have met the education, examination, experience and high ethical standards established by the Certified Financial Planner Board of Standards, Inc.

Professionals who believe in responsible citizenship and service to family and community. Heath is a black belt martial arts and self-defense instructor, a triathlete, and active in Scouting. He loves the outdoors and spending time with his wife and 2 sons.