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
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Small Business
  • Wealth Preservation Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor's Degree, Business Administration and Management, University of Phoenix 2010-2013

Awards & recognition

  • Sutton, Sanford, Schantz Group, Ameriprise Client Experience Award, 2023

Previous experience

  • Merrill Lynch, Financial Advisor, 2016-2018
  • United States Army Reserve, Specialist, 2010-2017
  • United States Army, Corporal, 2003-2010