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
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies

Qualifications

  • Series 7, Series 8, Series 63, Series 65

Awards & recognition

  • Five Star Wealth Manager, 2018, 2019, 2020, 2021, 2022
  • Ameriprise Client Experience Award, 2023

Previous experience

  • Wells Fargo Advisors, 18 Years

Interests

  • Recreational Golfer
  • Fishing
  • Love to Travel
  • Actively participate in Charitable endeavors