My Approach

You work hard for your money. I'll develop strategies to make sure it's working hard for you by focusing on your needs. Many of my clients are concerned about their financial future. Working together, we can design and implement a personalized financial plan that helps you feel confident and optimistic.

Whether you're looking for investment strategies, retirement income, funding for your child's education, or estate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours.

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Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Family Finances
  • Wealth Preservation Strategies
  • Saving for Education

Experience

8

Education

  • BS in Financial Services from Wright State University - Summa Cum Laude - 2006