As a Client Planning Specialist with the Doche Financial Consulting Group, I combine industry & financial planning knowledge with professionalism and integrity to provide the highest quality of client service and comprehensive financial planning.
I have over 17 years of experience in the financial services industry, in both investment and retail banking roles. My knowledge and experience of operational processes allows me to handle client needs timely and accurately. I obtained my Certified Financial Planner™ certification in 2022 to better assist in all areas of financial planning.
I graduated Cum Laude from Colorado State University with a bachelor’s degree in Applied Mathematics. I hold Series 7, Series 66, and Series 9/10 securities registrations, as well as insurance licensing for the State of Arizona.
CA Insurance License Number: 0M77435. Resident State: AZ
“Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.”
To learn more about me Click Here