Comprehensive Skill Set
Financial Advisory
Expert at setting financial goals and wealth management.
Client Relations
Skilled in client services, relationship building, and communication.
Professional Certifications
Holds CFA, CPA/PFS, and various data science certifications.
Industry Experience
JP Morgan Securities, LLC
FINRA Registered Principal
Lifetime Financial Growth
Financial Advisor and Agency Trainer
M&P Personal Financial Planning
Owner, Chief Compliance Officer and Investment Advisor
Mellman and Perdue CPAs
Certified Public Accountant (CPA)
Specialized Knowledge
Retirement Solutions
Expert in creating sustainable retirement plans for middle-class Americans.
Estate Planning
Skilled in developing comprehensive estate plans to protect family assets.
Tax Planning
Leverages CPA expertise for strategic tax planning and optimization.
Advanced Certifications
Chartered Financial Analyst (CFA)
Globally recognized investment management credential.
Certified Public Accountant (CPA)
Expert in accounting, auditing, and tax services.
Personal Financial Specialist (PFS)
Specialized credential for CPAs in financial planning.
Data Science Expertise
Data Science for Investment Professionals thru Chartered Financial Analyst Institute
Certificate from CFA Institute, enhancing analytical capabilities in investment management.
Machine Learning for Investment Professionals
Advanced knowledge in applying machine learning techniques to financial analysis.
Natural Language Processing for Investments
Skilled in utilizing NLP for extracting insights from financial texts and reports.
Client-Focused Approach
Personalized Solutions
Tailored financial strategies for each family’s unique needs.
Long-Term Relationships
Committed to building lasting partnerships with clients.
Continuous Education
Stays updated with latest financial trends and technologies.