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.

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

Areas of focus

  • Tax Planning Strategies
  • Investments
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Family Finances
  • Saving for Education
  • Retirement Income Strategies
  • Sustainable and Responsible Investing
  • Investment Management
  • Insurance

Education

  • Master of Education - MEd, Educational Administration and Supervision, National Louis University, Chicago, IL, 2019-2020
  • Bachelors of Science, Environmental Science and Policy. University of South Florida, Tampa, FL, 2010-2012

Previous experience

  • Teacher, School District of Manatee County, 2014-2023

Community participation

Young Life (younglife.org)

Interests

Travel, Hunting, Fishing, Reading, Hiking, Diving, Cooking, Serving others.