My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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27
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
  • Intergenerational Planning
  • Saving for Education
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Estate Planning Strategies

Community participation

  • Church Youth Group Sponsor
  • Luekemia Association Sponsor
  • St. Judes Sponsor
  • American Heart Association
  • US Humane Society

Interests

  • I look forward to family functions.
  • I invest in myself by attending church services.
  • I stay healthy by running, jogging, and eating healthy.
  • I look forward to the next issue of National Geographic.