About Dorian
Since 2001, I have worked with select groups of families, businesses, and institutions to help them build, manage, preserve, and transition their wealth. I am a CERTIFIED FINANCIAL PLANNER™ Professional at Wells Fargo Advisors. Having the CFP® designation required me to complete approved educational... I've been helping families build wealth for over 23 years. I enjoy building lasting relationships and truly understanding each client's unique goals
Areas of focus
Credentials & background
Designations
Licenses
Education
Bachelor of Education Eastern Washington University (1991)
Clients served
Registered in
Alaska, Arizona, California, Colorado, Delaware, Florida, Idaho, Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Utah, Vermont, Washington, Wisconsin