My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Business Retirement Plans
  • Sustainable and Responsible Investing
  • Investment Management
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Insurance

Education

  • Bachelor of Arts, Political Science, University of Wisconsin, Madison, WI
  • Juris Doctor, Law, University of Miami, Coral Gables, FL

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

CrossFit
• I enjoy high‑intensity CrossFit workouts that challenge my strength and mental focus.
• I appreciate the discipline and supportive community the sport brings to my daily routine.

Golf
• I love spending time on the course refining my technique and embracing each new challenge.
• I value golf for its blend of strategy, patience, and time outdoors.

Reading
• I’m an avid reader with a passion for personal development and thought‑provoking nonfiction.
• I find inspiration in books that broaden my perspective and spark new ideas.