Advisor profile

What you can expect when you work with me

My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Insurance
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Bachelor's of Science, Management with a Focus in Finance, Georgia Institute of Technology, 2003

Interests

Sports fan: College Sports (Georgia Tech), NFL, MLB (Braves and Red Sox), NBA, Soccer, & Tennis

Hobbies: Film, TV, Music (Alternative Rock, 80s and 90s, and Classical music), & Trivia of any kind (Jeopardy!)

Interests: Cats, Video Games, Comic Books, & Improv Comedy

Community participation

Georgia Tech Marching Band Alumni Association

My photos

1 albums
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