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
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

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.