Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Intergenerational Planning
  • Saving for Education
  • Social Security Retirement Benefits

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor's Degree in Finance Major, Accounting Minor, Lewis University
  • Master's Degree in Finance, Lewis University

Awards & recognition

  • Roseville Wealth Management Group, Ameriprise Client Experience Award, 2020-2022
  • Roseville Wealth Management Group, Forbes Best-in-State Wealth Management Teams, 2023

Interests

Volleyball, Traveling, Hiking,Family/friends